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 | $8,004,109 | -2.9% | 33,919 | +1.0% | 0.35% | +2.0% |
| Q2 2023 | $8,242,039 | +9.8% | 33,570 | +6.6% | 0.34% | +2.1% |
| Q1 2023 | $7,507,437 | +26.6% | 31,483 | +31.7% | 0.34% | +20.8% |
| Q4 2022 | $5,930,627 | +39.9% | 23,909 | +26.5% | 0.28% | +25.7% |
| Q3 2022 | $4,240,000 | +42.2% | 18,904 | +49.4% | 0.22% | +43.2% |
| Q2 2022 | $2,981,000 | +42.1% | 12,657 | +53.5% | 0.16% | +82.4% |
| Q1 2022 | $2,098,000 | +119.0% | 8,248 | +129.3% | 0.08% | +123.7% |
| Q4 2021 | $958,000 | +151.4% | 3,597 | +133.1% | 0.04% | +123.5% |
| Q3 2021 | $381,000 | +8.2% | 1,543 | +8.4% | 0.02% | 0.0% |
| Q2 2021 | $352,000 | +57.1% | 1,423 | +45.6% | 0.02% | +54.5% |
| Q1 2021 | $224,000 | – | 977 | – | 0.01% | – |
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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% |