VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 479 filers reported holding VANGUARD WORLD FDS in Q1 2019. The put-call ratio across all filers is 0.72 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $82 | -16.3% | 343 | -13.4% | 0.03% | -22.7% |
| Q4 2022 | $98 | -99.9% | 396 | 0.0% | 0.04% | +4.8% |
| Q3 2022 | $89,000 | -4.3% | 396 | 0.0% | 0.04% | -2.3% |
| Q2 2022 | $93,000 | -7.9% | 396 | 0.0% | 0.04% | +4.9% |
| Q1 2022 | $101,000 | -12.9% | 396 | -9.2% | 0.04% | -8.9% |
| Q4 2021 | $116,000 | +7.4% | 436 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $108,000 | 0.0% | 436 | 0.0% | 0.04% | -4.3% |
| Q2 2021 | $108,000 | +28.6% | 436 | 0.0% | 0.05% | -31.9% |
| Q4 2019 | $84,000 | +15.1% | 436 | 0.0% | 0.07% | +6.2% |
| Q3 2019 | $73,000 | -32.4% | 436 | -29.8% | 0.06% | -35.0% |
| Q2 2019 | $108,000 | +0.9% | 621 | 0.0% | 0.10% | -3.8% |
| Q1 2019 | $107,000 | – | 621 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wechter Feldman Wealth Management, Inc. | 106,792 | $24,429,000 | 18.01% |
| Allied Investment Advisors, LLC | 95,411 | $21,825,000 | 9.35% |
| Beacon Capital Management, Inc. | 742,169 | $169,771,000 | 6.88% |
| Capital Advantage, Inc. | 102,242 | $23,388,000 | 6.37% |
| Morningstar Investment Management LLC | 273,598 | $62,586,000 | 6.28% |
| Essex Private Wealth Management, LLC | 26,900 | $6,153,000 | 5.87% |
| ASSET PLANNING CORPORATION | 23,590 | $5,396,000 | 5.61% |
| New England Investment & Retirement Group, Inc. | 99,109 | $22,671,000 | 5.48% |
| Adaptive Financial Consulting, LLC | 34,485 | $7,889,000 | 5.30% |
| Tatro Capital, LLC | 28,902 | $6,611,000 | 5.12% |