VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 465 filers reported holding VANGUARD WORLD FDS in Q3 2019. The put-call ratio across all filers is 0.82 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $249,558 | -37.1% | 1,061 | -34.5% | 0.00% | – |
| Q2 2023 | $396,807 | +5.5% | 1,620 | +2.7% | 0.00% | – |
| Q1 2023 | $376,104 | +62584.0% | 1,577 | -34.8% | 0.00% | – |
| Q4 2022 | $600 | -99.7% | 2,419 | +135.5% | 0.00% | – |
| Q3 2022 | $230,000 | -14.8% | 1,027 | -10.5% | 0.00% | – |
| Q2 2022 | $270,000 | -12.6% | 1,147 | -5.6% | 0.00% | – |
| Q1 2022 | $309,000 | -37.8% | 1,215 | -34.9% | 0.00% | – |
| Q4 2021 | $497,000 | +122.9% | 1,867 | +106.8% | 0.00% | – |
| Q3 2021 | $223,000 | -14.2% | 903 | -14.1% | 0.00% | – |
| Q2 2021 | $260,000 | +8.8% | 1,051 | +0.7% | 0.00% | – |
| Q1 2021 | $239,000 | -16.7% | 1,044 | -18.7% | 0.00% | – |
| Q4 2020 | $287,000 | +27.0% | 1,284 | +16.2% | 0.00% | – |
| Q3 2020 | $226,000 | -17.8% | 1,105 | -23.0% | 0.00% | – |
| Q4 2019 | $275,000 | +34.8% | 1,435 | +18.1% | 0.00% | – |
| Q3 2019 | $204,000 | -28.9% | 1,215 | -26.3% | 0.00% | – |
| Q2 2019 | $287,000 | +7.9% | 1,648 | +6.9% | 0.00% | – |
| Q1 2019 | $266,000 | 0.0% | 1,541 | +4.5% | 0.00% | – |
| Q3 2018 | $266,000 | +2.7% | 1,475 | -9.2% | 0.00% | – |
| Q2 2018 | $259,000 | +29.5% | 1,625 | +23.5% | 0.00% | – |
| Q3 2017 | $200,000 | -40.7% | 1,316 | -46.1% | 0.00% | -100.0% |
| Q1 2017 | $337,000 | +40.4% | 2,442 | +35.1% | 0.00% | – |
| Q4 2015 | $240,000 | -21.6% | 1,808 | -40.3% | 0.00% | -100.0% |
| Q4 2013 | $306,000 | – | 3,028 | – | 0.00% | – |
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% |