VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 474 filers reported holding VANGUARD WORLD FDS in Q4 2018. The put-call ratio across all filers is 3.13 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $600,000 | -4.9% | 2,680 | 0.0% | 0.05% | -10.9% |
Q2 2022 | $631,000 | -7.5% | 2,680 | 0.0% | 0.06% | +17.0% |
Q1 2022 | $682,000 | -4.5% | 2,680 | 0.0% | 0.05% | -7.8% |
Q4 2021 | $714,000 | +7.9% | 2,680 | 0.0% | 0.05% | -3.8% |
Q3 2021 | $662,000 | 0.0% | 2,680 | 0.0% | 0.05% | 0.0% |
Q2 2021 | $662,000 | +8.0% | 2,680 | 0.0% | 0.05% | +3.9% |
Q1 2021 | $613,000 | +2.2% | 2,680 | 0.0% | 0.05% | 0.0% |
Q4 2020 | $600,000 | +2.7% | 2,680 | -6.5% | 0.05% | -12.1% |
Q3 2020 | $584,000 | +5.8% | 2,865 | +0.0% | 0.06% | 0.0% |
Q2 2020 | $552,000 | +16.0% | 2,864 | +0.0% | 0.06% | +1.8% |
Q1 2020 | $476,000 | -13.3% | 2,863 | 0.0% | 0.06% | +7.5% |
Q4 2019 | $549,000 | +14.4% | 2,863 | +0.0% | 0.05% | +8.2% |
Q3 2019 | $480,000 | -23.0% | 2,862 | -20.1% | 0.05% | -18.3% |
Q2 2019 | $623,000 | +0.8% | 3,582 | +0.1% | 0.06% | -1.6% |
Q1 2019 | $618,000 | +7.5% | 3,580 | +0.0% | 0.06% | -1.6% |
Q4 2018 | $575,000 | – | 3,579 | – | 0.06% | – |
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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% |
EXECUTIVE WEALTH GROUP LLC | 52,272 | $10,070,105 | 8.06% |
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% |