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 | $1,180,202 | -3.8% | 5,020 | +0.2% | 0.32% | -1.8% |
Q2 2023 | $1,226,548 | +1.0% | 5,010 | -1.6% | 0.33% | -8.3% |
Q1 2023 | $1,214,477 | -3.9% | 5,093 | 0.0% | 0.36% | -12.6% |
Q4 2022 | $1,263,319 | +10.8% | 5,093 | -0.0% | 0.41% | +0.7% |
Q3 2022 | $1,140,000 | -5.0% | 5,094 | 0.0% | 0.41% | -0.2% |
Q2 2022 | $1,200,000 | -7.4% | 5,094 | 0.0% | 0.41% | +5.4% |
Q1 2022 | $1,296,000 | -4.5% | 5,094 | 0.0% | 0.39% | -3.2% |
Q4 2021 | $1,357,000 | +8.8% | 5,094 | +1.0% | 0.40% | -4.5% |
Q3 2021 | $1,247,000 | -3.1% | 5,044 | -3.1% | 0.42% | -5.8% |
Q2 2021 | $1,287,000 | +8.8% | 5,208 | +0.7% | 0.45% | -2.2% |
Q1 2021 | $1,183,000 | +2.2% | 5,173 | 0.0% | 0.46% | -5.8% |
Q4 2020 | $1,157,000 | +9.7% | 5,173 | 0.0% | 0.49% | -3.6% |
Q3 2020 | $1,055,000 | +5.1% | 5,173 | -0.7% | 0.50% | -4.9% |
Q2 2020 | $1,004,000 | +15.5% | 5,209 | -0.4% | 0.53% | -4.7% |
Q1 2020 | $869,000 | -14.5% | 5,230 | -1.3% | 0.56% | +0.4% |
Q4 2019 | $1,016,000 | +19.5% | 5,298 | +4.5% | 0.55% | +7.8% |
Q3 2019 | $850,000 | -3.6% | 5,068 | 0.0% | 0.51% | -3.0% |
Q2 2019 | $882,000 | +0.9% | 5,068 | 0.0% | 0.53% | -6.9% |
Q1 2019 | $874,000 | +7.4% | 5,068 | 0.0% | 0.57% | -3.2% |
Q4 2018 | $814,000 | – | 5,068 | – | 0.59% | – |
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% |