VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 698 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.88 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $696 | -3.9% | 2,961 | 0.0% | 0.39% | -0.5% |
| Q2 2023 | $724 | +2.5% | 2,961 | 0.0% | 0.39% | -6.5% |
| Q1 2023 | $706 | -11.9% | 2,961 | -8.4% | 0.42% | -17.6% |
| Q4 2022 | $801 | -99.9% | 3,232 | -11.6% | 0.51% | -12.6% |
| Q3 2022 | $818,000 | +305.0% | 3,657 | +325.7% | 0.58% | +323.4% |
| Q2 2022 | $202,000 | -2.9% | 859 | +4.9% | 0.14% | +14.2% |
| Q1 2022 | $208,000 | -16.5% | 819 | -12.7% | 0.12% | -15.5% |
| Q4 2021 | $249,000 | +7.8% | 938 | 0.0% | 0.14% | -2.1% |
| Q3 2021 | $231,000 | 0.0% | 938 | 0.0% | 0.14% | -2.0% |
| Q2 2021 | $231,000 | -33.8% | 938 | -38.5% | 0.15% | -40.1% |
| Q1 2021 | $349,000 | +2.9% | 1,524 | +0.7% | 0.25% | -3.1% |
| Q4 2020 | $339,000 | – | 1,514 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wechter Feldman Wealth Management, Inc. | 104,281 | $20,090,000 | 18.21% |
| Allied Investment Advisors, LLC | 95,358 | $18,371,000 | 10.58% |
| CABANA LLC | 528,624 | $101,839,000 | 9.35% |
| Tatro Capital, LLC | 30,973 | $5,967,000 | 8.56% |
| Foundations Investment Advisors, LLC | 449,483 | $87,941,000 | 7.78% |
| Beacon Capital Management, Inc. | 715,314 | $137,805,000 | 7.04% |
| Capital Advantage, Inc. | 100,673 | $19,395,000 | 6.89% |
| Essex Private Wealth Management, LLC | 30,512 | $5,878,000 | 6.82% |
| Madden Advisory Services, Inc. | 26,877 | $5,177,000 | 5.37% |
| Morningstar Investment Management LLC | 191,895 | $36,969,000 | 5.10% |