VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $238,156 | -4.0% | 1,013 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $248,003 | +2.7% | 1,013 | 0.0% | 0.02% | -25.9% |
| Q1 2023 | $241,560 | -3.9% | 1,013 | 0.0% | 0.03% | -6.9% |
| Q4 2022 | $251,275 | +10.7% | 1,013 | 0.0% | 0.03% | +3.6% |
| Q3 2022 | $227,000 | -5.0% | 1,013 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $239,000 | -7.4% | 1,013 | 0.0% | 0.03% | +7.7% |
| Q1 2022 | $258,000 | -20.1% | 1,013 | -16.5% | 0.03% | -13.3% |
| Q4 2021 | $323,000 | +7.7% | 1,213 | 0.0% | 0.03% | +3.4% |
| Q3 2021 | $300,000 | 0.0% | 1,213 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $300,000 | -4.5% | 1,213 | -11.7% | 0.03% | -9.4% |
| Q1 2021 | $314,000 | +2.3% | 1,373 | 0.0% | 0.03% | -3.0% |
| Q4 2020 | $307,000 | +4.8% | 1,373 | 0.0% | 0.03% | -5.7% |
| Q3 2020 | $293,000 | +8.9% | 1,373 | 0.0% | 0.04% | 0.0% |
| Q2 2020 | $269,000 | +7.2% | 1,373 | 0.0% | 0.04% | -5.4% |
| Q1 2020 | $251,000 | -4.9% | 1,373 | +0.7% | 0.04% | +19.4% |
| Q4 2019 | $264,000 | +17.3% | 1,363 | 0.0% | 0.03% | +6.9% |
| Q3 2019 | $225,000 | -5.1% | 1,363 | 0.0% | 0.03% | -3.3% |
| Q2 2019 | $237,000 | -12.2% | 1,363 | -12.8% | 0.03% | -14.3% |
| Q1 2019 | $270,000 | +4.2% | 1,563 | -3.1% | 0.04% | -7.9% |
| Q4 2018 | $259,000 | -11.0% | 1,613 | 0.0% | 0.04% | +5.6% |
| Q3 2018 | $291,000 | +13.2% | 1,613 | 0.0% | 0.04% | +9.1% |
| Q2 2018 | $257,000 | +1.2% | 1,613 | -2.4% | 0.03% | 0.0% |
| Q1 2018 | $254,000 | -0.4% | 1,653 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $255,000 | +1.2% | 1,653 | 0.0% | 0.03% | -5.7% |
| Q3 2017 | $252,000 | – | 1,653 | – | 0.04% | – |
Download | ||||||
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% |