VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 260 filers reported holding VANGUARD WORLD FDS in Q3 2016. The put-call ratio across all filers is 0.51 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $265,947 | -3.3% | 1,127 | +0.7% | 0.01% | 0.0% |
| Q2 2023 | $274,936 | +3.0% | 1,119 | 0.0% | 0.01% | -9.1% |
| Q1 2023 | $266,837 | -3.9% | 1,119 | 0.0% | 0.01% | -8.3% |
| Q4 2022 | $277,568 | +10.6% | 1,119 | 0.0% | 0.01% | +9.1% |
| Q3 2022 | $251,000 | -4.9% | 1,119 | 0.0% | 0.01% | -8.3% |
| Q2 2022 | $264,000 | -60.4% | 1,119 | -57.3% | 0.01% | -53.8% |
| Q1 2022 | $666,000 | +123.5% | 2,619 | +134.0% | 0.03% | +160.0% |
| Q4 2021 | $298,000 | +9.6% | 1,119 | +1.7% | 0.01% | -33.3% |
| Q3 2021 | $272,000 | 0.0% | 1,100 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $272,000 | +7.9% | 1,100 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $252,000 | +2.4% | 1,100 | 0.0% | 0.02% | -6.2% |
| Q4 2020 | $246,000 | +9.8% | 1,100 | 0.0% | 0.02% | -5.9% |
| Q3 2020 | $224,000 | +5.7% | 1,100 | 0.0% | 0.02% | -5.6% |
| Q2 2020 | $212,000 | +15.8% | 1,100 | 0.0% | 0.02% | -5.3% |
| Q1 2020 | $183,000 | -13.3% | 1,100 | 0.0% | 0.02% | +11.8% |
| Q4 2019 | $211,000 | +14.7% | 1,100 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $184,000 | -3.7% | 1,100 | 0.0% | 0.02% | -5.6% |
| Q2 2019 | $191,000 | -71.4% | 1,100 | -80.0% | 0.02% | -74.6% |
| Q1 2017 | $667,000 | +356.8% | 5,500 | +400.0% | 0.07% | +317.6% |
| Q4 2016 | $146,000 | -90.0% | 1,100 | 0.0% | 0.02% | -10.5% |
| Q3 2016 | $1,462,000 | – | 1,100 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wechter Feldman Wealth Management, Inc. | 104,281 | $20,090,000 | 18.21% |
| Allied Investment Advisors, LLC | 95,358 | $18,371,000 | 10.58% |
| CABANA LLC | 528,624 | $101,839,000 | 9.35% |
| Tatro Capital, LLC | 30,973 | $5,967,000 | 8.56% |
| Foundations Investment Advisors, LLC | 449,483 | $87,941,000 | 7.78% |
| Beacon Capital Management, Inc. | 715,314 | $137,805,000 | 7.04% |
| Capital Advantage, Inc. | 100,673 | $19,395,000 | 6.89% |
| Essex Private Wealth Management, LLC | 30,512 | $5,878,000 | 6.82% |
| Madden Advisory Services, Inc. | 26,877 | $5,177,000 | 5.37% |
| Morningstar Investment Management LLC | 191,895 | $36,969,000 | 5.10% |