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 | $3,842,239 | -4.0% | 16,343 | 0.0% | 0.37% | -2.6% |
| Q2 2023 | $4,001,093 | +2.7% | 16,343 | 0.0% | 0.38% | -5.7% |
| Q1 2023 | $3,897,152 | -3.9% | 16,343 | 0.0% | 0.41% | -5.6% |
| Q4 2022 | $4,053,881 | +10.9% | 16,343 | 0.0% | 0.43% | -3.4% |
| Q3 2022 | $3,656,000 | +0.6% | 16,343 | +5.9% | 0.45% | -7.1% |
| Q2 2022 | $3,634,000 | +66.5% | 15,431 | +79.9% | 0.48% | +119.2% |
| Q1 2022 | $2,182,000 | +8.9% | 8,578 | +14.0% | 0.22% | 0.0% |
| Q4 2021 | $2,004,000 | +210.2% | 7,523 | +187.8% | 0.22% | +177.2% |
| Q2 2021 | $646,000 | -65.3% | 2,614 | -73.1% | 0.08% | -75.9% |
| Q4 2019 | $1,860,000 | +14.4% | 9,700 | 0.0% | 0.33% | -2.4% |
| Q3 2019 | $1,626,000 | +32.2% | 9,700 | +37.2% | 0.34% | +24.9% |
| Q2 2019 | $1,230,000 | – | 7,070 | – | 0.27% | – |
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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% |