VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 722 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.62 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,505,785 | -3.6% | 10,658 | +0.3% | 0.02% | -51.3% |
| Q2 2023 | $2,600,583 | +4.6% | 10,622 | +1.9% | 0.04% | -2.5% |
| Q1 2023 | $2,485,093 | -95.4% | 10,421 | +51.2% | 0.04% | -91.2% |
| Q4 2022 | $53,499,924 | +12476.8% | 6,892 | +263.1% | 0.46% | +11300.0% |
| Q3 2022 | $425,387 | +44.2% | 1,898 | +63.6% | 0.00% | -42.9% |
| Q1 2022 | $295,000 | +1635.3% | 1,160 | +1426.3% | 0.01% | +600.0% |
| Q4 2020 | $17,000 | -93.5% | 76 | -94.1% | 0.00% | -96.4% |
| Q3 2020 | $261,000 | +1907.7% | 1,278 | +1581.6% | 0.03% | +1300.0% |
| Q1 2020 | $13,000 | – | 76 | – | 0.00% | – |
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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% |