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 | $1,654 | -6.1% | 7,036 | -2.3% | 1.27% | -1.2% |
| Q2 2023 | $1,762 | +2.1% | 7,199 | -0.5% | 1.28% | -0.1% |
| Q1 2023 | $1,726 | -4.2% | 7,238 | -0.3% | 1.28% | -6.7% |
| Q4 2022 | $1,801 | -99.9% | 7,259 | -0.4% | 1.38% | +4.3% |
| Q3 2022 | $1,631,000 | -4.8% | 7,291 | +0.2% | 1.32% | +0.4% |
| Q2 2022 | $1,713,000 | -4.6% | 7,274 | +3.0% | 1.31% | +4.1% |
| Q1 2022 | $1,796,000 | -0.9% | 7,062 | +3.8% | 1.26% | +4.6% |
| Q4 2021 | $1,812,000 | +12.6% | 6,801 | +4.5% | 1.21% | +3.0% |
| Q3 2021 | $1,609,000 | +0.6% | 6,509 | +0.5% | 1.17% | +0.2% |
| Q2 2021 | $1,600,000 | +3.2% | 6,476 | -4.5% | 1.17% | -4.2% |
| Q1 2021 | $1,551,000 | +0.9% | 6,782 | -1.3% | 1.22% | -2.1% |
| Q4 2020 | $1,537,000 | +4.3% | 6,869 | -5.0% | 1.25% | -4.0% |
| Q3 2020 | $1,474,000 | +1.7% | 7,227 | -4.0% | 1.30% | -4.1% |
| Q2 2020 | $1,450,000 | -1.4% | 7,525 | -1.9% | 1.35% | -0.4% |
| Q4 2019 | $1,470,000 | +3.6% | 7,667 | -9.4% | 1.36% | -0.1% |
| Q3 2019 | $1,419,000 | -4.9% | 8,461 | -1.4% | 1.36% | -10.1% |
| Q2 2019 | $1,492,000 | +5.3% | 8,577 | +4.4% | 1.51% | -10.1% |
| Q1 2019 | $1,417,000 | +12.9% | 8,213 | +5.1% | 1.68% | +8.6% |
| Q4 2018 | $1,255,000 | -9.3% | 7,817 | +1.9% | 1.55% | +20.6% |
| Q3 2018 | $1,384,000 | +11.8% | 7,674 | -1.4% | 1.29% | +7.5% |
| Q2 2018 | $1,238,000 | -0.2% | 7,782 | -3.8% | 1.20% | -1.6% |
| Q1 2018 | $1,241,000 | – | 8,086 | – | 1.22% | – |
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% |