VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 553 filers reported holding VANGUARD WORLD FDS in Q1 2020. The put-call ratio across all filers is 1.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $560,063 | -19.3% | 2,382 | -15.9% | 0.00% | -20.0% |
| Q2 2023 | $693,845 | +3.1% | 2,834 | +0.4% | 0.01% | 0.0% |
| Q1 2023 | $673,197 | -0.4% | 2,823 | +3.6% | 0.01% | -16.7% |
| Q4 2022 | $676,000 | +19.9% | 2,725 | +8.0% | 0.01% | +20.0% |
| Q3 2022 | $564,000 | +5.2% | 2,522 | +10.8% | 0.01% | +25.0% |
| Q2 2022 | $536,000 | -7.4% | 2,277 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $579,000 | -3.0% | 2,277 | +1.6% | 0.00% | 0.0% |
| Q4 2021 | $597,000 | +7.8% | 2,242 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $554,000 | 0.0% | 2,242 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $554,000 | +9.3% | 2,242 | +1.1% | 0.00% | -20.0% |
| Q1 2021 | $507,000 | +13.2% | 2,217 | +10.8% | 0.01% | +25.0% |
| Q4 2020 | $448,000 | +22.7% | 2,001 | +11.9% | 0.00% | 0.0% |
| Q3 2020 | $365,000 | +15.5% | 1,788 | +9.2% | 0.00% | 0.0% |
| Q2 2020 | $316,000 | +38.0% | 1,638 | +18.7% | 0.00% | +33.3% |
| Q1 2020 | $229,000 | +1.8% | 1,380 | +17.8% | 0.00% | +50.0% |
| Q4 2019 | $225,000 | -4.7% | 1,171 | -14.6% | 0.00% | -33.3% |
| Q1 2019 | $236,000 | +0.9% | 1,371 | -5.8% | 0.00% | 0.0% |
| Q4 2018 | $234,000 | – | 1,456 | – | 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% |