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 2023 | $517,458 | -4.0% | 2,170 | -0.1% | 0.35% | -8.9% |
| Q4 2022 | $539,013 | +11.1% | 2,173 | +0.2% | 0.38% | +11.4% |
| Q3 2022 | $485,000 | -4.7% | 2,168 | +0.2% | 0.34% | +1.5% |
| Q2 2022 | $509,000 | -3.6% | 2,163 | +4.2% | 0.34% | +16.3% |
| Q1 2022 | $528,000 | +1.9% | 2,075 | +6.7% | 0.29% | +4.7% |
| Q4 2021 | $518,000 | +7.7% | 1,945 | 0.0% | 0.28% | 0.0% |
| Q3 2021 | $481,000 | +22.7% | 1,945 | +1.1% | 0.28% | -15.6% |
| Q3 2020 | $392,000 | +8.0% | 1,923 | +2.1% | 0.33% | 0.0% |
| Q2 2020 | $363,000 | +16.0% | 1,883 | 0.0% | 0.33% | -8.9% |
| Q1 2020 | $313,000 | -12.3% | 1,883 | +1.1% | 0.36% | +14.0% |
| Q4 2019 | $357,000 | +14.4% | 1,863 | 0.0% | 0.32% | +7.1% |
| Q3 2019 | $312,000 | -2.8% | 1,863 | +1.1% | 0.29% | -4.2% |
| Q2 2019 | $321,000 | +3.2% | 1,843 | +1.3% | 0.31% | -4.1% |
| Q2 2018 | $311,000 | +12.7% | 1,820 | +1.1% | 0.32% | -12.1% |
| Q1 2018 | $276,000 | – | 1,800 | – | 0.36% | – |
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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% |