VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 859 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.47 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $536,733 | -4.0% | 2,283 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $558,924 | +2.7% | 2,283 | 0.0% | 0.02% | -4.5% |
| Q1 2023 | $544,404 | -3.9% | 2,283 | 0.0% | 0.02% | -4.3% |
| Q4 2022 | $566,298 | +10.8% | 2,283 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $511,000 | -5.0% | 2,283 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $538,000 | -7.4% | 2,283 | 0.0% | 0.02% | +4.5% |
| Q1 2022 | $581,000 | -4.4% | 2,283 | 0.0% | 0.02% | -4.3% |
| Q4 2021 | $608,000 | +7.8% | 2,283 | 0.0% | 0.02% | -4.2% |
| Q3 2021 | $564,000 | 0.0% | 2,283 | 0.0% | 0.02% | -4.0% |
| Q2 2021 | $564,000 | +8.0% | 2,283 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $522,000 | +2.2% | 2,283 | 0.0% | 0.02% | -3.8% |
| Q4 2020 | $511,000 | +13.8% | 2,283 | +3.8% | 0.03% | -3.7% |
| Q3 2020 | $449,000 | +5.9% | 2,200 | 0.0% | 0.03% | -3.6% |
| Q2 2020 | $424,000 | +16.2% | 2,200 | 0.0% | 0.03% | 0.0% |
| Q1 2020 | $365,000 | -13.5% | 2,200 | 0.0% | 0.03% | +7.7% |
| Q4 2019 | $422,000 | +14.4% | 2,200 | 0.0% | 0.03% | +13.0% |
| Q3 2019 | $369,000 | -3.7% | 2,200 | 0.0% | 0.02% | -8.0% |
| Q2 2019 | $383,000 | +1.1% | 2,200 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $379,000 | +7.4% | 2,200 | 0.0% | 0.02% | -7.4% |
| Q4 2018 | $353,000 | -11.1% | 2,200 | 0.0% | 0.03% | 0.0% |
| Q3 2018 | $397,000 | +13.4% | 2,200 | 0.0% | 0.03% | +8.0% |
| Q2 2018 | $350,000 | +3.6% | 2,200 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $338,000 | -0.3% | 2,200 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $339,000 | +1.2% | 2,200 | 0.0% | 0.02% | -3.8% |
| Q3 2017 | $335,000 | +3.4% | 2,200 | 0.0% | 0.03% | -3.7% |
| Q2 2017 | $324,000 | +6.9% | 2,200 | 0.0% | 0.03% | 0.0% |
| Q1 2017 | $303,000 | +8.6% | 2,200 | 0.0% | 0.03% | +8.0% |
| Q4 2016 | $279,000 | -4.5% | 2,200 | 0.0% | 0.02% | -19.4% |
| Q3 2016 | $292,000 | +689.2% | 2,200 | +736.5% | 0.03% | +520.0% |
| Q2 2015 | $37,000 | +2.8% | 263 | -1.9% | 0.01% | 0.0% |
| Q1 2015 | $36,000 | +9.1% | 268 | +1.1% | 0.01% | +25.0% |
| Q4 2014 | $33,000 | – | 265 | – | 0.00% | – |
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% |