VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 591 filers reported holding VANGUARD WORLD FDS in Q2 2020. The put-call ratio across all filers is 0.82 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,494,936 | +29.0% | 10,612 | +34.4% | 0.08% | +20.3% |
| Q2 2023 | $1,933,480 | +27.1% | 7,898 | +23.8% | 0.06% | +18.5% |
| Q1 2023 | $1,521,294 | -67.7% | 6,380 | -65.1% | 0.05% | -70.3% |
| Q1 2022 | $4,704,000 | +124.6% | 18,295 | +123.5% | 0.18% | +130.4% |
| Q4 2021 | $2,094,000 | +36.6% | 8,184 | +30.8% | 0.08% | +17.9% |
| Q3 2021 | $1,533,000 | +104.9% | 6,258 | +68.8% | 0.07% | -59.1% |
| Q3 2020 | $748,000 | -99.1% | 3,707 | -99.2% | 0.16% | -97.9% |
| Q2 2020 | $87,941,000 | – | 449,483 | – | 7.78% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wechter Feldman Wealth Management, Inc. | 104,281 | $20,090,000 | 18.21% |
| Allied Investment Advisors, LLC | 95,358 | $18,371,000 | 10.58% |
| CABANA LLC | 528,624 | $101,839,000 | 9.35% |
| Tatro Capital, LLC | 30,973 | $5,967,000 | 8.56% |
| Foundations Investment Advisors, LLC | 449,483 | $87,941,000 | 7.78% |
| Beacon Capital Management, Inc. | 715,314 | $137,805,000 | 7.04% |
| Capital Advantage, Inc. | 100,673 | $19,395,000 | 6.89% |
| Essex Private Wealth Management, LLC | 30,512 | $5,878,000 | 6.82% |
| Madden Advisory Services, Inc. | 26,877 | $5,177,000 | 5.37% |
| Morningstar Investment Management LLC | 191,895 | $36,969,000 | 5.10% |