VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 402 filers reported holding VANGUARD WORLD FDS in Q1 2018. The put-call ratio across all filers is 1.28 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,928,000 | -31.6% | 7,580 | -28.4% | 0.00% | 0.0% |
| Q4 2021 | $2,819,000 | +2.2% | 10,583 | -5.2% | 0.00% | -50.0% |
| Q3 2021 | $2,758,000 | +27.3% | 11,160 | +27.4% | 0.00% | +100.0% |
| Q2 2021 | $2,166,000 | +18.4% | 8,763 | +9.6% | 0.00% | 0.0% |
| Q1 2021 | $1,830,000 | -6.2% | 7,999 | -8.3% | 0.00% | 0.0% |
| Q4 2020 | $1,951,000 | +2.4% | 8,722 | -6.7% | 0.00% | 0.0% |
| Q3 2020 | $1,906,000 | +5.3% | 9,344 | -0.5% | 0.00% | 0.0% |
| Q2 2020 | $1,810,000 | +321.9% | 9,395 | +263.9% | 0.00% | – |
| Q1 2020 | $429,000 | -13.2% | 2,582 | +0.2% | 0.00% | – |
| Q4 2019 | $494,000 | +22.6% | 2,576 | +7.3% | 0.00% | – |
| Q3 2019 | $403,000 | +24.8% | 2,401 | +29.5% | 0.00% | – |
| Q2 2019 | $323,000 | -20.6% | 1,854 | -21.4% | 0.00% | – |
| Q1 2019 | $407,000 | +1.0% | 2,358 | -6.1% | 0.00% | – |
| Q4 2018 | $403,000 | -1.2% | 2,512 | +11.0% | 0.00% | – |
| Q3 2018 | $408,000 | +12.1% | 2,263 | -1.0% | 0.00% | – |
| Q2 2018 | $364,000 | +21.7% | 2,287 | +17.5% | 0.00% | – |
| Q1 2018 | $299,000 | +11.6% | 1,947 | +11.8% | 0.00% | – |
| Q4 2017 | $268,000 | +33.3% | 1,741 | +31.9% | 0.00% | – |
| Q3 2017 | $201,000 | -6.1% | 1,320 | -9.3% | 0.00% | – |
| Q2 2017 | $214,000 | – | 1,455 | – | 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% |