VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 728 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 1.03 and the average weighting 0.4%.
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. | 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% |
| 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% |
| Morningstar Investment Management LLC | 191,895 | $36,969,000 | 5.10% |