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 | $261,871 | -4.0% | 1,114 | 0.0% | 0.06% | +8.3% |
| Q2 2023 | $272,698 | +2.7% | 1,114 | 0.0% | 0.06% | -27.7% |
| Q1 2023 | $265,613 | -3.9% | 1,114 | 0.0% | 0.08% | -8.8% |
| Q4 2022 | $276,295 | +11.0% | 1,114 | +0.1% | 0.09% | -3.2% |
| Q3 2022 | $249,000 | -7.8% | 1,113 | -3.0% | 0.09% | -6.0% |
| Q2 2022 | $270,000 | -7.2% | 1,147 | 0.0% | 0.10% | +2.0% |
| Q1 2022 | $291,000 | -4.6% | 1,147 | 0.0% | 0.10% | -2.0% |
| Q4 2021 | $305,000 | +7.4% | 1,147 | -0.1% | 0.10% | -8.3% |
| Q3 2021 | $284,000 | +3.3% | 1,148 | +3.1% | 0.11% | +1.9% |
| Q2 2021 | $275,000 | +7.8% | 1,113 | -0.1% | 0.11% | -17.7% |
| Q1 2021 | $255,000 | +2.4% | 1,114 | 0.0% | 0.13% | -11.6% |
| Q4 2020 | $249,000 | +9.7% | 1,114 | 0.0% | 0.15% | -12.0% |
| Q3 2020 | $227,000 | +6.1% | 1,114 | +0.1% | 0.17% | +6.4% |
| Q2 2020 | $214,000 | +15.7% | 1,113 | 0.0% | 0.16% | -10.8% |
| Q1 2020 | $185,000 | -14.4% | 1,113 | -0.1% | 0.18% | -8.3% |
| Q4 2019 | $216,000 | – | 1,114 | – | 0.19% | – |
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% |