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. | 104,281 | $20,090,000 | 18.21% |
| Allied Investment Advisors, LLC | 95,358 | $18,371,000 | 10.58% |
| CABANA LLC | 528,624 | $101,839,000 | 9.35% |
| Tatro Capital, LLC | 30,973 | $5,967,000 | 8.56% |
| Foundations Investment Advisors, LLC | 449,483 | $87,941,000 | 7.78% |
| Beacon Capital Management, Inc. | 715,314 | $137,805,000 | 7.04% |
| Capital Advantage, Inc. | 100,673 | $19,395,000 | 6.89% |
| Essex Private Wealth Management, LLC | 30,512 | $5,878,000 | 6.82% |
| Madden Advisory Services, Inc. | 26,877 | $5,177,000 | 5.37% |
| Morningstar Investment Management LLC | 191,895 | $36,969,000 | 5.10% |