VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 471 filers reported holding VANGUARD WORLD FDS in Q2 2019. The put-call ratio across all filers is 0.55 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $862,112 | +12.6% | 3,667 | +17.3% | 0.02% | +23.1% |
| Q2 2023 | $765,552 | +20.4% | 3,127 | +17.2% | 0.01% | 0.0% |
| Q1 2023 | $635,973 | -2.0% | 2,667 | +2.0% | 0.01% | -7.1% |
| Q4 2022 | $648,651 | -4.3% | 2,615 | -13.7% | 0.01% | -12.5% |
| Q3 2022 | $678,000 | -8.7% | 3,030 | -3.9% | 0.02% | 0.0% |
| Q2 2022 | $743,000 | +6.9% | 3,154 | +15.5% | 0.02% | +33.3% |
| Q1 2022 | $695,000 | +20.2% | 2,731 | +25.8% | 0.01% | +20.0% |
| Q4 2021 | $578,000 | +9.1% | 2,171 | +1.2% | 0.01% | 0.0% |
| Q3 2021 | $530,000 | -14.8% | 2,146 | -14.7% | 0.01% | -9.1% |
| Q2 2021 | $622,000 | +25.4% | 2,515 | +15.9% | 0.01% | +22.2% |
| Q1 2021 | $496,000 | +4.6% | 2,170 | +2.4% | 0.01% | -10.0% |
| Q4 2020 | $474,000 | +9.7% | 2,120 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $432,000 | +5.9% | 2,120 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $408,000 | +29.9% | 2,120 | +12.2% | 0.01% | 0.0% |
| Q1 2020 | $314,000 | -84.1% | 1,890 | -81.6% | 0.01% | -76.7% |
| Q4 2019 | $1,974,000 | +145.8% | 10,296 | +114.9% | 0.04% | +126.3% |
| Q3 2019 | $803,000 | +144.1% | 4,790 | +153.4% | 0.02% | +137.5% |
| Q2 2019 | $329,000 | +10.4% | 1,890 | +9.2% | 0.01% | +14.3% |
| Q1 2019 | $298,000 | +7.2% | 1,730 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $278,000 | -24.0% | 1,730 | -14.8% | 0.01% | -12.5% |
| Q3 2018 | $366,000 | +4.0% | 2,030 | -8.1% | 0.01% | +14.3% |
| Q2 2018 | $352,000 | +8.6% | 2,210 | +4.7% | 0.01% | +16.7% |
| Q1 2018 | $324,000 | – | 2,110 | – | 0.01% | – |
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% |