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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $43,729 | -4.0% | 186 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $45,537 | +2.7% | 186 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $44,354 | -3.9% | 186 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $46,137 | +9.8% | 186 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $42,000 | -4.5% | 186 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $44,000 | -12.0% | 186 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $50,000 | +6.4% | 186 | -2.1% | 0.00% | 0.0% |
| Q2 2021 | $47,000 | +17.5% | 190 | +8.0% | 0.00% | 0.0% |
| Q1 2021 | $40,000 | -11.1% | 176 | -12.4% | 0.00% | -25.0% |
| Q4 2020 | $45,000 | +800.0% | 201 | +704.0% | 0.00% | – |
| Q3 2020 | $5,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q2 2020 | $5,000 | +25.0% | 25 | 0.0% | 0.00% | – |
| Q1 2020 | $4,000 | -20.0% | 25 | 0.0% | 0.00% | – |
| Q4 2019 | $5,000 | – | 25 | – | 0.00% | – |
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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% |