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 | $748,088 | -4.0% | 3,182 | 0.0% | 0.45% | -3.5% |
| Q2 2023 | $779,017 | +2.7% | 3,182 | 0.0% | 0.46% | -4.7% |
| Q1 2023 | $758,780 | -3.9% | 3,182 | 0.0% | 0.48% | -10.5% |
| Q4 2022 | $789,295 | +10.9% | 3,182 | 0.0% | 0.54% | 0.0% |
| Q3 2022 | $712,000 | -4.9% | 3,182 | 0.0% | 0.54% | -0.4% |
| Q2 2022 | $749,000 | -7.4% | 3,182 | 0.0% | 0.54% | +7.1% |
| Q1 2022 | $809,000 | -4.6% | 3,182 | 0.0% | 0.51% | -5.9% |
| Q4 2021 | $848,000 | +7.9% | 3,182 | 0.0% | 0.54% | -2.7% |
| Q3 2021 | $786,000 | -8.7% | 3,182 | -8.6% | 0.56% | -10.6% |
| Q2 2021 | $861,000 | +36.2% | 3,482 | +26.1% | 0.62% | +9.1% |
| Q1 2021 | $632,000 | +2.3% | 2,762 | 0.0% | 0.57% | -6.9% |
| Q4 2020 | $618,000 | – | 2,762 | – | 0.61% | – |
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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% |