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 | $239,180 | -3.7% | 1,017 | +0.3% | 0.06% | 0.0% |
| Q2 2023 | $248,273 | +2.7% | 1,014 | 0.0% | 0.06% | -1.6% |
| Q1 2023 | $241,824 | +3.6% | 1,014 | +7.8% | 0.06% | -3.1% |
| Q4 2022 | $233,466 | +62.1% | 941 | +45.4% | 0.06% | +60.0% |
| Q3 2022 | $144,000 | -5.3% | 647 | 0.0% | 0.04% | -2.4% |
| Q2 2022 | $152,000 | -18.7% | 647 | -12.0% | 0.04% | -6.8% |
| Q1 2022 | $187,000 | +5.1% | 735 | +9.5% | 0.04% | +7.3% |
| Q4 2021 | $178,000 | +16.3% | 671 | +7.9% | 0.04% | +5.1% |
| Q3 2021 | $153,000 | 0.0% | 622 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $153,000 | +7.7% | 622 | +0.3% | 0.04% | -2.5% |
| Q1 2021 | $142,000 | +2.9% | 620 | +0.2% | 0.04% | -4.8% |
| Q4 2020 | $138,000 | +10.4% | 619 | +0.5% | 0.04% | -4.5% |
| Q3 2020 | $125,000 | +5.0% | 616 | +0.3% | 0.04% | -2.2% |
| Q2 2020 | $119,000 | +22.7% | 614 | +0.5% | 0.04% | -2.2% |
| Q1 2020 | $97,000 | +223.3% | 611 | +286.7% | 0.05% | +360.0% |
| Q4 2019 | $30,000 | +76.5% | 158 | +47.7% | 0.01% | +66.7% |
| Q3 2019 | $17,000 | -5.6% | 107 | 0.0% | 0.01% | -14.3% |
| Q2 2019 | $18,000 | – | 107 | – | 0.01% | – |
Download | ||||||
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% |