VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 876 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $268,033 | -16.4% | 1,140 | -13.0% | 0.01% | -16.7% |
| Q2 2023 | $320,731 | -1.1% | 1,310 | -3.7% | 0.01% | -7.7% |
| Q1 2023 | $324,322 | -1.4% | 1,360 | +2.6% | 0.01% | -7.1% |
| Q4 2022 | $328,928 | +4.8% | 1,326 | -5.6% | 0.01% | -6.7% |
| Q3 2022 | $314,000 | -6.8% | 1,405 | -1.8% | 0.02% | 0.0% |
| Q2 2022 | $337,000 | -7.7% | 1,431 | -0.3% | 0.02% | +15.4% |
| Q1 2022 | $365,000 | +0.3% | 1,436 | +5.1% | 0.01% | +8.3% |
| Q4 2021 | $364,000 | +49.8% | 1,366 | +38.7% | 0.01% | +33.3% |
| Q3 2021 | $243,000 | -9.0% | 985 | -8.8% | 0.01% | -10.0% |
| Q2 2021 | $267,000 | +8.1% | 1,080 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $247,000 | +2.1% | 1,080 | 0.0% | 0.01% | -9.1% |
| Q4 2020 | $242,000 | +10.0% | 1,080 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $220,000 | +5.8% | 1,080 | 0.0% | 0.01% | -8.3% |
| Q2 2020 | $208,000 | +0.5% | 1,080 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $207,000 | – | 1,080 | – | 0.01% | – |
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% |