VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 826 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.39 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,111,773 | -15.2% | 4,712 | -11.7% | 0.42% | -14.2% |
| Q2 2023 | $1,310,509 | -18.3% | 5,336 | -20.7% | 0.49% | -15.4% |
| Q1 2023 | $1,603,735 | -23.4% | 6,725 | -20.3% | 0.58% | -20.8% |
| Q4 2022 | $2,093,293 | -99.9% | 8,439 | +0.5% | 0.74% | +4.0% |
| Q3 2022 | $1,883,787,000 | +90379.7% | 8,393 | -5.1% | 0.71% | -8.1% |
| Q2 2022 | $2,082,000 | +2.1% | 8,844 | +10.2% | 0.77% | +20.1% |
| Q1 2022 | $2,040,000 | -2.4% | 8,025 | +2.3% | 0.64% | 0.0% |
| Q4 2021 | $2,090,000 | +10.8% | 7,846 | +3.1% | 0.64% | +2.1% |
| Q3 2021 | $1,887,000 | – | 7,610 | – | 0.63% | – |
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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% |