VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.75 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,623,296 | +20.2% | 19,665 | +25.2% | 0.01% | +16.7% |
| Q2 2023 | $3,845,395 | +8.0% | 15,707 | +5.2% | 0.01% | 0.0% |
| Q1 2023 | $3,561,609 | -33.4% | 14,933 | -30.7% | 0.01% | -33.3% |
| Q4 2022 | $5,348,338 | -97.4% | 21,562 | -97.7% | 0.01% | -97.4% |
| Q3 2022 | $207,882,000 | +1.1% | 918,454 | +5.6% | 0.35% | +8.0% |
| Q2 2022 | $205,585,000 | -3.9% | 869,392 | +3.4% | 0.33% | +14.8% |
| Q1 2022 | $213,968,000 | +726.2% | 841,135 | +763.7% | 0.28% | +787.5% |
| Q4 2021 | $25,899,000 | +1034.9% | 97,392 | +1004.5% | 0.03% | +966.7% |
| Q3 2021 | $2,282,000 | +11.9% | 8,818 | +6.9% | 0.00% | 0.0% |
| Q2 2021 | $2,039,000 | +35.7% | 8,249 | +25.5% | 0.00% | +50.0% |
| Q1 2021 | $1,503,000 | -34.6% | 6,571 | -36.0% | 0.00% | -50.0% |
| Q4 2020 | $2,298,000 | +52.3% | 10,273 | +38.9% | 0.00% | +33.3% |
| Q3 2020 | $1,509,000 | -1.9% | 7,395 | -7.4% | 0.00% | 0.0% |
| Q2 2020 | $1,538,000 | – | 7,982 | – | 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% |