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 | $3,873,512 | -4.6% | 16,476 | -0.6% | 2.52% | +0.4% |
| Q2 2023 | $4,058,631 | +2.3% | 16,578 | -0.3% | 2.51% | -0.2% |
| Q1 2023 | $3,966,544 | +5.1% | 16,634 | +9.4% | 2.51% | +0.4% |
| Q4 2022 | $3,772,592 | +10.2% | 15,209 | -0.6% | 2.50% | +8.5% |
| Q3 2022 | $3,422,000 | -99.9% | 15,299 | -0.6% | 2.30% | -3.9% |
| Q2 2022 | $3,626,465,000 | -9.5% | 15,399 | -2.2% | 2.40% | +3.2% |
| Q1 2022 | $4,004,959,000 | -5.3% | 15,744 | -0.8% | 2.32% | -3.0% |
| Q4 2021 | $4,229,151,000 | +4.6% | 15,874 | -3.0% | 2.40% | -2.4% |
| Q3 2021 | $4,043,290,000 | -2.4% | 16,359 | -2.4% | 2.46% | -4.7% |
| Q2 2021 | $4,142,887,000 | -0.8% | 16,764 | -8.2% | 2.58% | -10.4% |
| Q1 2021 | $4,176,289,000 | +8.9% | 18,257 | +6.5% | 2.88% | -6.1% |
| Q4 2020 | $3,834,061,000 | +10.6% | 17,137 | +0.9% | 3.06% | -6.0% |
| Q3 2020 | $3,465,348,000 | – | 16,987 | – | 3.26% | – |
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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% |