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 | $233,205 | -43.3% | 992 | -40.9% | 0.01% | -45.5% |
| Q2 2023 | $411,155 | +24.1% | 1,679 | +20.9% | 0.01% | +22.2% |
| Q1 2023 | $331,321 | +28.6% | 1,389 | +33.7% | 0.01% | +12.5% |
| Q4 2022 | $257,713 | +7.8% | 1,039 | -2.5% | 0.01% | 0.0% |
| Q3 2022 | $239,000 | -8.4% | 1,066 | -3.9% | 0.01% | -11.1% |
| Q2 2022 | $261,000 | -24.3% | 1,109 | -18.3% | 0.01% | -10.0% |
| Q1 2022 | $345,000 | +6.5% | 1,357 | +11.7% | 0.01% | 0.0% |
| Q4 2021 | $324,000 | +8.0% | 1,215 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $300,000 | 0.0% | 1,215 | 0.0% | 0.01% | -16.7% |
| Q2 2021 | $300,000 | +7.9% | 1,215 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $278,000 | +164.8% | 1,215 | +158.5% | 0.01% | +140.0% |
| Q4 2020 | $105,000 | +6.1% | 470 | -2.9% | 0.01% | 0.0% |
| Q3 2020 | $99,000 | +1550.0% | 484 | +1244.4% | 0.01% | – |
| Q3 2019 | $6,000 | +20.0% | 36 | +5.9% | 0.00% | -100.0% |
| Q2 2018 | $5,000 | -80.0% | 34 | -81.6% | 0.00% | -80.0% |
| Q4 2015 | $25,000 | – | 185 | – | 0.01% | – |
Download | ||||||
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% |