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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $281,000 | -15.6% | 1,140 | -21.6% | 0.01% | -20.0% |
| Q1 2021 | $333,000 | +2.5% | 1,454 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $325,000 | +9.4% | 1,454 | 0.0% | 0.02% | -6.2% |
| Q3 2020 | $297,000 | +6.1% | 1,454 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $280,000 | +16.2% | 1,454 | 0.0% | 0.02% | -5.9% |
| Q1 2020 | $241,000 | -3.6% | 1,454 | +11.5% | 0.02% | +30.8% |
| Q4 2019 | $250,000 | +14.2% | 1,304 | 0.0% | 0.01% | +8.3% |
| Q3 2019 | $219,000 | -3.5% | 1,304 | 0.0% | 0.01% | -7.7% |
| Q2 2019 | $227,000 | +0.9% | 1,304 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $225,000 | -5.5% | 1,304 | -1.2% | 0.01% | -7.1% |
| Q3 2018 | $238,000 | +13.3% | 1,320 | 0.0% | 0.01% | +7.7% |
| Q2 2018 | $210,000 | 0.0% | 1,320 | -3.7% | 0.01% | 0.0% |
| Q1 2018 | $210,000 | – | 1,371 | – | 0.01% | – |
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% |