VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 898 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2019 | $515,000 | +0.8% | 2,963 | 0.0% | 0.06% | -3.4% |
Q1 2019 | $511,000 | +6.5% | 2,963 | -0.8% | 0.06% | -4.8% |
Q4 2018 | $480,000 | +86.8% | 2,987 | +110.1% | 0.06% | +93.8% |
Q3 2018 | $257,000 | +13.7% | 1,422 | 0.0% | 0.03% | -17.9% |
Q2 2018 | $226,000 | -12.4% | 1,422 | -15.0% | 0.04% | -2.5% |
Q4 2017 | $258,000 | – | 1,673 | – | 0.04% | – |
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% |