VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 22 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $28,831 | -31.5% | 115 | -35.8% | 0.00% | -50.0% |
| Q3 2023 | $42,083 | -4.0% | 179 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $43,823 | -21.5% | 179 | -23.5% | 0.00% | -20.0% |
| Q1 2023 | $55,800 | -3.9% | 234 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $58,044 | +11.6% | 234 | 0.0% | 0.01% | -28.6% |
| Q3 2022 | $52,000 | -5.5% | 234 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $55,000 | -15.4% | 234 | -7.9% | 0.01% | 0.0% |
| Q1 2022 | $65,000 | +22.6% | 254 | +27.6% | 0.01% | +40.0% |
| Q4 2021 | $53,000 | +8.2% | 199 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $49,000 | +4.3% | 199 | +3.6% | 0.01% | 0.0% |
| Q2 2021 | $47,000 | +6.8% | 192 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $44,000 | +2.3% | 192 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $43,000 | +10.3% | 192 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $39,000 | +5.4% | 192 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $37,000 | +15.6% | 192 | 0.0% | 0.01% | -16.7% |
| Q1 2020 | $32,000 | -13.5% | 192 | 0.0% | 0.01% | +20.0% |
| Q4 2019 | $37,000 | +15.6% | 192 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $32,000 | -3.0% | 192 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $33,000 | -5.7% | 192 | -5.0% | 0.01% | 0.0% |
| Q1 2019 | $35,000 | +9.4% | 202 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $32,000 | -11.1% | 202 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $36,000 | +12.5% | 202 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $32,000 | +3.2% | 202 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $31,000 | -20.5% | 202 | -19.8% | 0.01% | -16.7% |
| Q4 2017 | $39,000 | +2.6% | 252 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $38,000 | +2.7% | 252 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $37,000 | +5.7% | 252 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $35,000 | +9.4% | 252 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $32,000 | -3.0% | 252 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $33,000 | 0.0% | 252 | 0.0% | 0.01% | -14.3% |
| Q2 2016 | $33,000 | +6.5% | 252 | 0.0% | 0.01% | +16.7% |
| Q1 2016 | $31,000 | – | 252 | – | 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% |