VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 465 filers reported holding VANGUARD WORLD FDS in Q3 2019. The put-call ratio across all filers is 0.82 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $726,574 | -4.0% | 3,080 | 0.0% | 0.51% | -4.7% |
| Q2 2023 | $756,529 | +3.0% | 3,080 | 0.0% | 0.53% | -0.9% |
| Q1 2023 | $734,457 | -4.3% | 3,080 | -0.5% | 0.54% | -10.5% |
| Q4 2022 | $767,715 | +10.5% | 3,095 | -0.3% | 0.60% | +5.6% |
| Q3 2022 | $695,000 | -4.9% | 3,105 | 0.0% | 0.57% | +1.4% |
| Q2 2022 | $731,000 | -9.1% | 3,105 | -1.8% | 0.56% | +5.6% |
| Q1 2022 | $804,000 | -4.5% | 3,161 | 0.0% | 0.53% | -2.9% |
| Q4 2021 | $842,000 | +7.8% | 3,161 | 0.0% | 0.55% | +12.1% |
| Q3 2021 | $781,000 | 0.0% | 3,161 | 0.0% | 0.49% | +3.8% |
| Q2 2021 | $781,000 | +8.0% | 3,161 | 0.0% | 0.47% | -1.7% |
| Q1 2021 | $723,000 | +2.3% | 3,161 | 0.0% | 0.48% | -6.1% |
| Q4 2020 | $707,000 | +7.6% | 3,161 | -1.9% | 0.51% | -3.6% |
| Q3 2020 | $657,000 | 0.0% | 3,221 | 0.0% | 0.53% | +2.5% |
| Q2 2020 | $657,000 | +25.1% | 3,221 | +1.8% | 0.52% | -0.8% |
| Q1 2020 | $525,000 | -15.0% | 3,165 | -1.8% | 0.52% | +3.6% |
| Q4 2019 | $618,000 | +14.4% | 3,222 | 0.0% | 0.50% | -13.5% |
| Q3 2019 | $540,000 | – | 3,222 | – | 0.58% | – |
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% |