VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 859 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.47 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $608,676 | +1.4% | 2,589 | +5.5% | 0.00% | 0.0% |
| Q2 2023 | $600,544 | -5.1% | 2,453 | -7.6% | 0.00% | 0.0% |
| Q1 2023 | $632,872 | -14.6% | 2,654 | -11.2% | 0.00% | -25.0% |
| Q4 2022 | $741,421 | +80.4% | 2,989 | +62.7% | 0.00% | +100.0% |
| Q3 2022 | $411,000 | +2.0% | 1,837 | +7.2% | 0.00% | 0.0% |
| Q2 2022 | $403,000 | -7.6% | 1,713 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $436,000 | -13.0% | 1,713 | -8.9% | 0.00% | 0.0% |
| Q4 2021 | $501,000 | +86.9% | 1,881 | +73.2% | 0.00% | +100.0% |
| Q3 2021 | $268,000 | +2.3% | 1,086 | +2.5% | 0.00% | 0.0% |
| Q2 2021 | $262,000 | -47.2% | 1,059 | -51.2% | 0.00% | 0.0% |
| Q1 2021 | $496,000 | +75.3% | 2,172 | +71.7% | 0.00% | 0.0% |
| Q4 2020 | $283,000 | +9.3% | 1,265 | -0.5% | 0.00% | 0.0% |
| Q3 2020 | $259,000 | +5.7% | 1,271 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $245,000 | +20.7% | 1,271 | +4.2% | 0.00% | 0.0% |
| Q1 2020 | $203,000 | -86.3% | 1,220 | -84.2% | 0.00% | -87.5% |
| Q4 2019 | $1,482,000 | +14.1% | 7,730 | -0.2% | 0.01% | +14.3% |
| Q3 2019 | $1,299,000 | -9.0% | 7,748 | -5.6% | 0.01% | -12.5% |
| Q2 2019 | $1,427,000 | -0.2% | 8,205 | -1.0% | 0.01% | -11.1% |
| Q1 2019 | $1,430,000 | +4.8% | 8,291 | -2.4% | 0.01% | 0.0% |
| Q4 2018 | $1,364,000 | -12.6% | 8,491 | -1.8% | 0.01% | 0.0% |
| Q3 2018 | $1,560,000 | +11.0% | 8,649 | -2.0% | 0.01% | +12.5% |
| Q2 2018 | $1,405,000 | +5.6% | 8,828 | +1.8% | 0.01% | 0.0% |
| Q1 2018 | $1,331,000 | -0.4% | 8,671 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $1,337,000 | +13.0% | 8,671 | +11.6% | 0.01% | +14.3% |
| Q3 2017 | $1,183,000 | -3.3% | 7,770 | -6.4% | 0.01% | 0.0% |
| Q2 2017 | $1,224,000 | -12.8% | 8,305 | -18.5% | 0.01% | -12.5% |
| Q1 2017 | $1,404,000 | -2.7% | 10,186 | -10.5% | 0.01% | -11.1% |
| Q4 2016 | $1,443,000 | -4.8% | 11,381 | -0.2% | 0.01% | -10.0% |
| Q3 2016 | $1,516,000 | – | 11,407 | – | 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% |