VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 325 filers reported holding VANGUARD WORLD FDS in Q2 2017. The put-call ratio across all filers is 0.96 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $225,000 | +6.1% | 845 | -23.3% | 0.02% | -26.7% |
| Q4 2019 | $212,000 | -22.3% | 1,102 | -30.3% | 0.03% | -31.8% |
| Q1 2019 | $273,000 | +54.2% | 1,580 | +43.4% | 0.04% | +91.3% |
| Q4 2018 | $177,000 | -44.0% | 1,102 | -37.1% | 0.02% | -51.1% |
| Q3 2018 | $316,000 | +27.4% | 1,751 | +12.2% | 0.05% | +34.3% |
| Q2 2018 | $248,000 | +3.3% | 1,560 | 0.0% | 0.04% | +2.9% |
| Q1 2018 | $240,000 | 0.0% | 1,560 | 0.0% | 0.03% | -2.9% |
| Q4 2017 | $240,000 | +0.8% | 1,560 | 0.0% | 0.04% | -7.9% |
| Q3 2017 | $238,000 | +107.0% | 1,560 | +100.0% | 0.04% | +52.0% |
| Q2 2017 | $115,000 | +7.5% | 780 | 0.0% | 0.02% | +8.7% |
| Q1 2017 | $107,000 | +8.1% | 780 | 0.0% | 0.02% | +4.5% |
| Q4 2016 | $99,000 | – | 780 | – | 0.02% | – |
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% |