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 | $58,662 | -3.7% | 250 | +0.4% | 0.03% | -3.3% |
| Q2 2023 | $60,939 | +43.6% | 249 | +39.9% | 0.03% | +30.4% |
| Q1 2023 | $42,425 | +2.2% | 178 | +6.6% | 0.02% | -4.2% |
| Q4 2022 | $41,517 | +12.2% | 167 | +0.6% | 0.02% | +9.1% |
| Q3 2022 | $37,000 | -19.6% | 166 | -14.4% | 0.02% | -24.1% |
| Q2 2022 | $46,000 | -6.1% | 194 | 0.0% | 0.03% | +20.8% |
| Q1 2022 | $49,000 | -3.9% | 194 | +0.5% | 0.02% | 0.0% |
| Q4 2021 | $51,000 | +8.5% | 193 | +0.5% | 0.02% | -17.2% |
| Q3 2021 | $47,000 | 0.0% | 192 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $47,000 | +6.8% | 192 | 0.0% | 0.03% | -9.4% |
| Q1 2021 | $44,000 | +2.3% | 192 | +0.5% | 0.03% | -8.6% |
| Q4 2020 | $43,000 | +26.5% | 191 | +15.8% | 0.04% | +6.1% |
| Q3 2020 | $34,000 | – | 165 | – | 0.03% | – |
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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% |