VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 898 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $666,000 | -11.1% | 4,150 | 0.0% | 0.86% | -0.1% |
| Q3 2018 | $749,000 | +13.5% | 4,150 | 0.0% | 0.86% | +12.5% |
| Q2 2018 | $660,000 | -0.6% | 4,150 | -4.0% | 0.77% | +1.2% |
| Q1 2018 | $664,000 | -36.5% | 4,325 | -36.3% | 0.76% | -32.7% |
| Q4 2017 | $1,046,000 | +90.9% | 6,788 | +88.6% | 1.13% | +79.9% |
| Q3 2017 | $548,000 | +3.2% | 3,600 | 0.0% | 0.63% | +1.1% |
| Q2 2017 | $531,000 | +7.1% | 3,600 | 0.0% | 0.62% | +4.5% |
| Q1 2017 | $496,000 | -80.2% | 3,600 | -81.7% | 0.59% | -2.8% |
| Q4 2016 | $2,500,000 | – | 19,725 | – | 0.61% | – |
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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% |