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 | $256,730 | -4.0% | 1,092 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $267,344 | -9.7% | 1,092 | -12.1% | 0.06% | -13.6% |
| Q1 2023 | $296,168 | +14.6% | 1,242 | +19.2% | 0.07% | +11.9% |
| Q4 2022 | $258,468 | +10.9% | 1,042 | 0.0% | 0.06% | -6.3% |
| Q3 2022 | $233,000 | -4.9% | 1,042 | 0.0% | 0.06% | +1.6% |
| Q2 2022 | $245,000 | -7.5% | 1,042 | 0.0% | 0.06% | +12.7% |
| Q1 2022 | $265,000 | -4.7% | 1,042 | 0.0% | 0.06% | -3.5% |
| Q4 2021 | $278,000 | +7.8% | 1,042 | 0.0% | 0.06% | 0.0% |
| Q3 2021 | $258,000 | 0.0% | 1,042 | 0.0% | 0.06% | -8.1% |
| Q2 2021 | $258,000 | +8.4% | 1,042 | 0.0% | 0.06% | -6.1% |
| Q1 2021 | $238,000 | +2.1% | 1,042 | 0.0% | 0.07% | -7.0% |
| Q4 2020 | $233,000 | +9.4% | 1,042 | 0.0% | 0.07% | -9.0% |
| Q3 2020 | $213,000 | +6.0% | 1,042 | 0.0% | 0.08% | +4.0% |
| Q2 2020 | $201,000 | – | 1,042 | – | 0.08% | – |
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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% |