VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 826 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.39 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $399,670 | -4.0% | 1,700 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $416,194 | +2.7% | 1,700 | 0.0% | 0.04% | -2.2% |
| Q1 2023 | $405,382 | -3.9% | 1,700 | 0.0% | 0.05% | -8.0% |
| Q4 2022 | $421,685 | +11.0% | 1,700 | 0.0% | 0.05% | +6.4% |
| Q3 2022 | $380,000 | -5.0% | 1,700 | 0.0% | 0.05% | -4.1% |
| Q2 2022 | $400,000 | -7.4% | 1,700 | 0.0% | 0.05% | -2.0% |
| Q1 2022 | $432,000 | -4.6% | 1,700 | 0.0% | 0.05% | -2.0% |
| Q4 2021 | $453,000 | +7.9% | 1,700 | 0.0% | 0.05% | -1.9% |
| Q3 2021 | $420,000 | 0.0% | 1,700 | 0.0% | 0.05% | +2.0% |
| Q2 2021 | $420,000 | +8.0% | 1,700 | 0.0% | 0.05% | 0.0% |
| Q1 2021 | $389,000 | +2.4% | 1,700 | 0.0% | 0.05% | -3.8% |
| Q4 2020 | $380,000 | +9.5% | 1,700 | 0.0% | 0.05% | -11.7% |
| Q3 2020 | $347,000 | +12.7% | 1,700 | +6.2% | 0.06% | -6.2% |
| Q2 2020 | $308,000 | +15.8% | 1,600 | 0.0% | 0.06% | -5.9% |
| Q1 2020 | $266,000 | -13.4% | 1,600 | 0.0% | 0.07% | +21.4% |
| Q4 2019 | $307,000 | +19.9% | 1,600 | -18.6% | 0.06% | -39.8% |
| Q2 2016 | $256,000 | +5.8% | 1,965 | 0.0% | 0.09% | +1.1% |
| Q1 2016 | $242,000 | -7.3% | 1,965 | 0.0% | 0.09% | -10.7% |
| Q4 2015 | $261,000 | +6.5% | 1,965 | -1.8% | 0.10% | -1.9% |
| Q3 2015 | $245,000 | -10.9% | 2,000 | +1.8% | 0.10% | +36.4% |
| Q2 2015 | $275,000 | +3.4% | 1,965 | 0.0% | 0.08% | +5.5% |
| Q1 2015 | $266,000 | +16.7% | 1,965 | +8.3% | 0.07% | +10.6% |
| Q4 2014 | $228,000 | +7.5% | 1,815 | 0.0% | 0.07% | +6.5% |
| Q3 2014 | $212,000 | +4.4% | 1,815 | 0.0% | 0.06% | +8.8% |
| Q2 2014 | $203,000 | – | 1,815 | – | 0.06% | – |
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% |