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 | $1,355,323 | -2.2% | 5,765 | +1.8% | 0.74% | +19.6% |
| Q2 2023 | $1,385,949 | -35.4% | 5,661 | -37.1% | 0.62% | -33.7% |
| Q1 2023 | $2,145,434 | -1.7% | 8,997 | +2.3% | 0.93% | -5.7% |
| Q4 2022 | $2,181,563 | +18.7% | 8,794 | +7.1% | 0.99% | +18.0% |
| Q3 2022 | $1,838,000 | -3.0% | 8,213 | +2.1% | 0.84% | +10.0% |
| Q2 2022 | $1,894,000 | -12.7% | 8,043 | -5.7% | 0.76% | -2.4% |
| Q1 2022 | $2,169,000 | +5.8% | 8,526 | +10.8% | 0.78% | +40.5% |
| Q4 2021 | $2,050,000 | +9.7% | 7,695 | +1.8% | 0.56% | +10.8% |
| Q3 2021 | $1,868,000 | -2.9% | 7,558 | -2.9% | 0.50% | +14.1% |
| Q2 2021 | $1,924,000 | +8.0% | 7,786 | 0.0% | 0.44% | -33.2% |
| Q1 2021 | $1,781,000 | -61.0% | 7,786 | -61.9% | 0.66% | -44.4% |
| Q4 2020 | $4,571,000 | +11.8% | 20,436 | +2.0% | 1.18% | -15.3% |
| Q3 2020 | $4,090,000 | +12.7% | 20,044 | +6.4% | 1.40% | -0.9% |
| Q2 2020 | $3,630,000 | +55.5% | 18,844 | +33.9% | 1.41% | +25.0% |
| Q1 2020 | $2,335,000 | – | 14,069 | – | 1.13% | – |
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% |