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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $343,000 | -84.6% | 1,500 | -84.9% | 0.17% | -79.7% |
| Q4 2020 | $2,222,000 | +0.5% | 9,930 | -8.3% | 0.82% | +73.8% |
| Q3 2020 | $2,210,000 | +34.0% | 10,830 | +9.1% | 0.47% | +3.3% |
| Q1 2020 | $1,649,000 | -56.4% | 9,930 | -49.6% | 0.46% | -43.9% |
| Q4 2019 | $3,781,000 | +18.1% | 19,721 | +3.3% | 0.81% | +4.6% |
| Q3 2019 | $3,202,000 | -2.6% | 19,093 | +1.0% | 0.78% | +29.2% |
| Q2 2019 | $3,289,000 | -33.1% | 18,908 | -33.6% | 0.60% | -39.1% |
| Q1 2019 | $4,913,000 | +5.3% | 28,483 | -1.9% | 0.99% | -2.1% |
| Q4 2018 | $4,665,000 | -11.8% | 29,046 | -0.9% | 1.01% | +3.4% |
| Q3 2018 | $5,288,000 | +9.2% | 29,314 | -3.6% | 0.97% | -2.2% |
| Q2 2018 | $4,841,000 | +97.9% | 30,422 | +90.9% | 1.00% | +91.2% |
| Q1 2018 | $2,446,000 | +16.8% | 15,933 | +17.2% | 0.52% | +10.6% |
| Q4 2017 | $2,095,000 | +11.7% | 13,590 | +10.3% | 0.47% | +1.3% |
| Q3 2017 | $1,876,000 | +23.4% | 12,321 | +19.5% | 0.46% | +32.1% |
| Q2 2017 | $1,520,000 | +62.4% | 10,313 | +51.8% | 0.35% | +76.9% |
| Q1 2017 | $936,000 | +65.7% | 6,795 | +52.5% | 0.20% | +33.6% |
| Q4 2016 | $565,000 | – | 4,457 | – | 0.15% | – |
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% |