VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 762 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $523,098 | -4.0% | 2,225 | 0.0% | 0.07% | +7.7% |
| Q2 2023 | $544,725 | -1.3% | 2,225 | 0.0% | 0.06% | -9.7% |
| Q1 2023 | $551,911 | +91885.2% | 2,225 | -17.0% | 0.07% | -8.9% |
| Q4 2022 | $600 | -99.9% | 2,680 | 0.0% | 0.08% | 0.0% |
| Q3 2022 | $600,000 | -4.9% | 2,680 | 0.0% | 0.08% | +2.6% |
| Q2 2022 | $631,000 | -7.5% | 2,680 | 0.0% | 0.08% | +5.5% |
| Q1 2022 | $682,000 | -4.5% | 2,680 | 0.0% | 0.07% | +10.6% |
| Q4 2021 | $714,000 | +7.9% | 2,680 | 0.0% | 0.07% | +1.5% |
| Q3 2021 | $662,000 | 0.0% | 2,680 | 0.0% | 0.06% | -7.1% |
| Q2 2021 | $662,000 | +8.0% | 2,680 | 0.0% | 0.07% | +6.1% |
| Q1 2021 | $613,000 | +2.2% | 2,680 | 0.0% | 0.07% | -4.3% |
| Q4 2020 | $600,000 | +9.7% | 2,680 | 0.0% | 0.07% | +4.5% |
| Q3 2020 | $547,000 | +6.0% | 2,680 | 0.0% | 0.07% | +3.1% |
| Q2 2020 | $516,000 | +16.0% | 2,680 | 0.0% | 0.06% | -20.0% |
| Q1 2020 | $445,000 | -13.4% | 2,680 | 0.0% | 0.08% | +29.0% |
| Q4 2019 | $514,000 | +14.5% | 2,680 | 0.0% | 0.06% | +6.9% |
| Q3 2019 | $449,000 | -3.6% | 2,680 | 0.0% | 0.06% | -9.4% |
| Q2 2019 | $466,000 | +0.9% | 2,680 | 0.0% | 0.06% | +3.2% |
| Q1 2019 | $462,000 | -19.2% | 2,680 | -24.7% | 0.06% | -39.2% |
| Q4 2018 | $572,000 | +18.4% | 3,560 | +32.8% | 0.10% | +41.7% |
| Q3 2018 | $483,000 | +13.4% | 2,680 | 0.0% | 0.07% | +4.3% |
| Q2 2018 | $426,000 | +3.6% | 2,680 | 0.0% | 0.07% | +4.5% |
| Q1 2018 | $411,000 | -0.5% | 2,680 | 0.0% | 0.07% | +6.5% |
| Q4 2017 | $413,000 | +1.2% | 2,680 | 0.0% | 0.06% | -12.7% |
| Q3 2017 | $408,000 | – | 2,680 | – | 0.07% | – |
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% |