VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 608 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 0.48 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $435,877 | -4.0% | 1,854 | 0.0% | 0.14% | -4.6% |
| Q2 2023 | $453,897 | -14.6% | 1,854 | -16.9% | 0.15% | -20.0% |
| Q1 2023 | $531,767 | -3.9% | 2,230 | 0.0% | 0.19% | -16.7% |
| Q4 2022 | $553,152 | +10.9% | 2,230 | 0.0% | 0.23% | +4.1% |
| Q3 2022 | $499,000 | -5.3% | 2,230 | 0.0% | 0.22% | +1.4% |
| Q2 2022 | $527,000 | -7.1% | 2,230 | 0.0% | 0.22% | +16.8% |
| Q1 2022 | $567,000 | -4.5% | 2,230 | 0.0% | 0.18% | +10.1% |
| Q4 2021 | $594,000 | +7.8% | 2,230 | 0.0% | 0.17% | +5.0% |
| Q3 2021 | $551,000 | 0.0% | 2,230 | 0.0% | 0.16% | +1.9% |
| Q2 2021 | $551,000 | +8.0% | 2,230 | 0.0% | 0.16% | -1.9% |
| Q1 2021 | $510,000 | -0.4% | 2,230 | -2.5% | 0.16% | -3.0% |
| Q4 2020 | $512,000 | +9.6% | 2,287 | 0.0% | 0.16% | +15.4% |
| Q3 2020 | $467,000 | 0.0% | 2,287 | -5.6% | 0.14% | -24.3% |
| Q2 2020 | $467,000 | -29.2% | 2,423 | -39.0% | 0.19% | -42.6% |
| Q1 2020 | $660,000 | -18.0% | 3,975 | -5.4% | 0.33% | +5.8% |
| Q4 2019 | $805,000 | – | 4,203 | – | 0.31% | – |
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% |