VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 562 filers reported holding VANGUARD WORLD FDS in Q4 2019. The put-call ratio across all filers is 0.67 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $584,049 | +4.5% | 2,479 | +8.6% | 0.01% | +16.7% |
| Q2 2023 | $558,940 | +5.5% | 2,282 | +2.8% | 0.01% | 0.0% |
| Q1 2023 | $529,634 | +88.2% | 2,220 | +95.8% | 0.01% | +100.0% |
| Q4 2022 | $281,411 | +9.1% | 1,134 | -1.7% | 0.00% | 0.0% |
| Q3 2022 | $258,000 | -3.4% | 1,154 | +1.3% | 0.00% | 0.0% |
| Q2 2022 | $267,000 | -4.0% | 1,139 | +4.3% | 0.00% | 0.0% |
| Q1 2022 | $278,000 | -4.5% | 1,092 | -0.1% | 0.00% | 0.0% |
| Q4 2021 | $291,000 | +15.5% | 1,093 | +7.3% | 0.00% | 0.0% |
| Q3 2021 | $252,000 | +8.2% | 1,019 | +7.9% | 0.00% | +50.0% |
| Q2 2021 | $233,000 | +31.6% | 944 | +3.4% | 0.00% | -33.3% |
| Q2 2020 | $177,000 | -41.0% | 913 | -49.6% | 0.00% | -25.0% |
| Q1 2020 | $300,000 | +14900.0% | 1,810 | +16354.5% | 0.00% | – |
| Q3 2019 | $2,000 | 0.0% | 11 | 0.0% | 0.00% | – |
| Q2 2019 | $2,000 | 0.0% | 11 | 0.0% | 0.00% | – |
| Q1 2019 | $2,000 | 0.0% | 11 | 0.0% | 0.00% | – |
| Q4 2018 | $2,000 | 0.0% | 11 | 0.0% | 0.00% | – |
| Q3 2018 | $2,000 | -60.0% | 11 | -66.7% | 0.00% | – |
| Q1 2018 | $5,000 | -98.3% | 33 | -98.6% | 0.00% | -100.0% |
| Q1 2016 | $292,000 | +4071.4% | 2,370 | +4640.0% | 0.01% | – |
| Q4 2015 | $7,000 | +16.7% | 50 | 0.0% | 0.00% | – |
| Q3 2015 | $6,000 | -14.3% | 50 | 0.0% | 0.00% | – |
| Q2 2015 | $7,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q1 2015 | $7,000 | +16.7% | 50 | 0.0% | 0.00% | – |
| Q4 2014 | $6,000 | – | 50 | – | 0.00% | – |
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% |