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 | $1,788,489 | -6.3% | 7,607 | -2.4% | 0.04% | -5.1% |
| Q2 2023 | $1,908,960 | +2.2% | 7,797 | -0.4% | 0.04% | -2.5% |
| Q1 2023 | $1,867,412 | -0.7% | 7,831 | +3.3% | 0.04% | -7.0% |
| Q4 2022 | $1,881,032 | -30.6% | 7,583 | -37.4% | 0.04% | -21.8% |
| Q3 2022 | $2,711,000 | -2.3% | 12,120 | +2.8% | 0.06% | +1.9% |
| Q2 2022 | $2,776,000 | +21.8% | 11,788 | +31.5% | 0.05% | +35.0% |
| Q1 2022 | $2,280,000 | +27.5% | 8,964 | +33.6% | 0.04% | +29.0% |
| Q4 2021 | $1,788,000 | +3.4% | 6,710 | -4.2% | 0.03% | -3.1% |
| Q3 2021 | $1,730,000 | +0.1% | 7,001 | +0.1% | 0.03% | 0.0% |
| Q2 2021 | $1,728,000 | -29.3% | 6,994 | -34.5% | 0.03% | -31.9% |
| Q1 2021 | $2,444,000 | -9.0% | 10,682 | -11.0% | 0.05% | -14.5% |
| Q4 2020 | $2,686,000 | -12.1% | 12,004 | -19.9% | 0.06% | -20.3% |
| Q3 2020 | $3,056,000 | +15.1% | 14,978 | +8.7% | 0.07% | +11.3% |
| Q2 2020 | $2,655,000 | +61.9% | 13,780 | +39.6% | 0.06% | +44.2% |
| Q1 2020 | $1,640,000 | +158.7% | 9,874 | +198.7% | 0.04% | +207.1% |
| Q4 2019 | $634,000 | +27.8% | 3,306 | +11.8% | 0.01% | +27.3% |
| Q3 2019 | $496,000 | +45.9% | 2,958 | +51.5% | 0.01% | +57.1% |
| Q2 2019 | $340,000 | +0.9% | 1,953 | 0.0% | 0.01% | -12.5% |
| Q1 2019 | $337,000 | – | 1,953 | – | 0.01% | – |
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% |