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 | $897,611 | -4.2% | 3,818 | -0.2% | 0.60% | +2.6% |
Q2 2023 | $936,681 | +2.7% | 3,826 | 0.0% | 0.59% | -5.0% |
Q1 2023 | $912,347 | -3.0% | 3,826 | +0.1% | 0.62% | -15.0% |
Q4 2022 | $941,010 | +8.7% | 3,824 | -0.3% | 0.73% | +8.2% |
Q3 2022 | $866,000 | -4.5% | 3,835 | 0.0% | 0.67% | +2.7% |
Q2 2022 | $907,000 | -8.2% | 3,835 | 0.0% | 0.66% | +8.1% |
Q1 2022 | $988,000 | -15.1% | 3,835 | -12.2% | 0.61% | -11.7% |
Q4 2021 | $1,164,000 | +6.5% | 4,369 | -0.1% | 0.69% | +2.5% |
Q3 2021 | $1,093,000 | +1.1% | 4,374 | 0.0% | 0.67% | +1.4% |
Q2 2021 | $1,081,000 | +7.3% | 4,374 | -0.4% | 0.66% | +5.8% |
Q1 2021 | $1,007,000 | -2.8% | 4,393 | 0.0% | 0.62% | -1.6% |
Q4 2020 | $1,036,000 | -2.4% | 4,393 | -15.6% | 0.63% | -14.6% |
Q3 2020 | $1,062,000 | +5.5% | 5,204 | -0.4% | 0.74% | -28.2% |
Q2 2020 | $1,007,000 | -3.1% | 5,226 | -3.5% | 1.03% | -4.2% |
Q1 2020 | $1,039,000 | -10.7% | 5,418 | -10.7% | 1.08% | +20.2% |
Q4 2019 | $1,163,000 | – | 6,065 | – | 0.90% | – |
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% |