VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 591 filers reported holding VANGUARD WORLD FDS in Q2 2020. The put-call ratio across all filers is 0.82 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,193,483 | -8.5% | 9,330 | -4.7% | 0.28% | -4.7% |
| Q2 2023 | $2,397,033 | -0.7% | 9,791 | -3.3% | 0.30% | -6.6% |
| Q1 2023 | $2,414,646 | -6.9% | 10,126 | -3.2% | 0.32% | -12.3% |
| Q4 2022 | $2,594,851 | +10.5% | 10,461 | -0.4% | 0.36% | -4.2% |
| Q3 2022 | $2,349,000 | -5.7% | 10,501 | -0.8% | 0.38% | -1.8% |
| Q2 2022 | $2,492,000 | -3.6% | 10,581 | +4.1% | 0.39% | +7.2% |
| Q1 2022 | $2,585,000 | +7.7% | 10,161 | +12.8% | 0.36% | +6.5% |
| Q4 2021 | $2,400,000 | +7.8% | 9,010 | 0.0% | 0.34% | -2.0% |
| Q3 2021 | $2,227,000 | +5.7% | 9,010 | +5.7% | 0.35% | +4.8% |
| Q2 2021 | $2,107,000 | -7.2% | 8,525 | -14.1% | 0.33% | -10.3% |
| Q1 2021 | $2,270,000 | +11.9% | 9,925 | +9.4% | 0.37% | +1.7% |
| Q4 2020 | $2,029,000 | +9.7% | 9,070 | 0.0% | 0.36% | +4.0% |
| Q3 2020 | $1,850,000 | +5.9% | 9,070 | 0.0% | 0.35% | -1.7% |
| Q2 2020 | $1,747,000 | +19.7% | 9,070 | +3.3% | 0.36% | -29.7% |
| Q1 2020 | $1,459,000 | -5.2% | 8,782 | +9.4% | 0.50% | +22.9% |
| Q4 2019 | $1,539,000 | +14.3% | 8,027 | 0.0% | 0.41% | +5.7% |
| Q3 2019 | $1,346,000 | -6.0% | 8,027 | -2.5% | 0.39% | -6.3% |
| Q2 2019 | $1,432,000 | +9.4% | 8,230 | +8.4% | 0.42% | +5.1% |
| Q1 2019 | $1,309,000 | +3.9% | 7,590 | -3.3% | 0.40% | -9.2% |
| Q4 2018 | $1,260,000 | -9.8% | 7,845 | +1.3% | 0.44% | +6.4% |
| Q3 2018 | $1,397,000 | +9.8% | 7,745 | -3.1% | 0.41% | +3.3% |
| Q2 2018 | $1,272,000 | – | 7,990 | – | 0.40% | – |
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% |