VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 608 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 0.48 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $567,531 | -3.4% | 2,399 | 0.0% | 0.08% | -2.5% |
| Q2 2023 | $587,323 | +2.7% | 2,399 | 0.0% | 0.08% | -11.2% |
| Q1 2023 | $572,066 | -2.8% | 2,399 | +1.1% | 0.09% | -2.2% |
| Q4 2022 | $588,623 | +10.9% | 2,373 | 0.0% | 0.09% | +2.2% |
| Q3 2022 | $531,000 | -0.7% | 2,373 | +4.4% | 0.09% | +8.5% |
| Q2 2022 | $535,000 | -7.3% | 2,273 | +0.3% | 0.08% | +1.2% |
| Q1 2022 | $577,000 | -4.5% | 2,267 | 0.0% | 0.08% | -5.8% |
| Q4 2021 | $604,000 | +7.9% | 2,267 | 0.0% | 0.09% | -2.3% |
| Q3 2021 | $560,000 | +19.1% | 2,267 | +19.2% | 0.09% | +17.3% |
| Q2 2021 | $470,000 | +8.0% | 1,902 | 0.0% | 0.08% | 0.0% |
| Q1 2021 | $435,000 | +24.6% | 1,902 | +22.1% | 0.08% | +15.4% |
| Q4 2020 | $349,000 | +9.7% | 1,558 | 0.0% | 0.06% | -7.1% |
| Q3 2020 | $318,000 | +6.0% | 1,558 | 0.0% | 0.07% | 0.0% |
| Q2 2020 | $300,000 | +15.8% | 1,558 | 0.0% | 0.07% | 0.0% |
| Q1 2020 | $259,000 | -13.4% | 1,558 | 0.0% | 0.07% | +11.1% |
| Q4 2019 | $299,000 | +9.1% | 1,558 | 0.0% | 0.06% | +5.0% |
| Q3 2019 | $274,000 | +1.1% | 1,558 | 0.0% | 0.06% | -4.8% |
| Q2 2019 | $271,000 | +0.7% | 1,558 | 0.0% | 0.06% | -6.0% |
| Q1 2019 | $269,000 | +8.5% | 1,558 | +0.8% | 0.07% | -8.2% |
| Q4 2018 | $248,000 | – | 1,546 | – | 0.07% | – |
Download | ||||||
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% |