VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 762 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $711 | -8.5% | 3,025 | -4.7% | 0.24% | -4.3% |
| Q2 2023 | $777 | +2.6% | 3,175 | 0.0% | 0.25% | -0.4% |
| Q1 2023 | $757 | -3.9% | 3,175 | 0.0% | 0.26% | +40.1% |
| Q4 2022 | $788 | -99.9% | 3,175 | 0.0% | 0.18% | +5.8% |
| Q3 2022 | $710,000 | -5.1% | 3,175 | 0.0% | 0.17% | +2.4% |
| Q2 2022 | $748,000 | -7.4% | 3,175 | 0.0% | 0.17% | +16.7% |
| Q1 2022 | $808,000 | -4.5% | 3,175 | 0.0% | 0.14% | +3.6% |
| Q4 2021 | $846,000 | +7.8% | 3,175 | 0.0% | 0.14% | +2.2% |
| Q3 2021 | $785,000 | 0.0% | 3,175 | 0.0% | 0.14% | +3.0% |
| Q2 2021 | $785,000 | +8.1% | 3,175 | 0.0% | 0.13% | +2.3% |
| Q1 2021 | $726,000 | +8.0% | 3,175 | +5.7% | 0.13% | +4.0% |
| Q4 2020 | $672,000 | +91.5% | 3,005 | +74.7% | 0.12% | +69.9% |
| Q3 2020 | $351,000 | -89.4% | 1,720 | 0.0% | 0.07% | 0.0% |
| Q2 2020 | $3,314,000 | +1058.7% | 1,720 | 0.0% | 0.07% | +10.6% |
| Q1 2020 | $286,000 | -13.3% | 1,720 | 0.0% | 0.07% | +29.4% |
| Q4 2019 | $330,000 | -42.7% | 1,720 | -50.0% | 0.05% | +4.1% |
| Q3 2019 | $576,000 | -3.7% | 3,440 | 0.0% | 0.05% | +6.5% |
| Q2 2019 | $598,000 | – | 3,440 | – | 0.05% | – |
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% |