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 | $12,130,925 | +0.9% | 51,599 | +5.0% | 0.91% | +11.6% |
| Q2 2023 | $12,027,517 | +6.2% | 49,128 | +3.4% | 0.81% | -45.5% |
| Q1 2023 | $11,326,135 | +1.4% | 47,497 | +5.5% | 1.49% | -2.4% |
| Q4 2022 | $11,168,451 | +18.3% | 45,025 | +6.7% | 1.53% | +8.7% |
| Q3 2022 | $9,438,000 | +11.5% | 42,189 | +17.4% | 1.40% | +23.7% |
| Q2 2022 | $8,464,000 | -0.5% | 35,941 | +7.5% | 1.14% | +19.6% |
| Q1 2022 | $8,505,000 | +3.1% | 33,433 | +8.0% | 0.95% | +11.8% |
| Q4 2021 | $8,247,000 | +17.6% | 30,957 | +9.1% | 0.85% | +42.9% |
| Q3 2021 | $7,010,000 | +9.0% | 28,364 | +9.0% | 0.59% | +5.5% |
| Q2 2021 | $6,430,000 | +20.7% | 26,018 | +11.7% | 0.56% | +3.5% |
| Q1 2021 | $5,327,000 | +10.6% | 23,286 | +8.2% | 0.54% | +4.4% |
| Q4 2020 | $4,815,000 | +15.9% | 21,521 | +5.7% | 0.52% | -10.5% |
| Q3 2020 | $4,153,000 | +33.8% | 20,359 | +26.3% | 0.58% | +46.6% |
| Q2 2020 | $3,105,000 | +106.6% | 16,115 | +78.0% | 0.40% | +107.9% |
| Q1 2020 | $1,503,000 | +253.6% | 9,052 | +308.9% | 0.19% | +445.7% |
| Q4 2019 | $425,000 | – | 2,214 | – | 0.04% | – |
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% |