VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 898 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,546,758 | -23.2% | 6,577 | -20.0% | 0.06% | -22.1% |
| Q2 2023 | $2,013,551 | +30.1% | 8,223 | +26.7% | 0.08% | +20.3% |
| Q1 2023 | $1,547,749 | -27.2% | 6,489 | -24.3% | 0.06% | -39.6% |
| Q4 2022 | $2,125,451 | +912.1% | 8,568 | +812.5% | 0.11% | +863.6% |
| Q3 2022 | $210,000 | -36.9% | 939 | -33.5% | 0.01% | -35.3% |
| Q2 2022 | $333,000 | -17.0% | 1,411 | -10.2% | 0.02% | 0.0% |
| Q1 2022 | $401,000 | -11.1% | 1,572 | -6.9% | 0.02% | -10.5% |
| Q4 2021 | $451,000 | +18.7% | 1,688 | +10.2% | 0.02% | 0.0% |
| Q3 2021 | $380,000 | -5.2% | 1,532 | -5.3% | 0.02% | -5.0% |
| Q2 2021 | $401,000 | +18.3% | 1,617 | +9.5% | 0.02% | 0.0% |
| Q1 2021 | $339,000 | -80.1% | 1,477 | -80.6% | 0.02% | -82.9% |
| Q4 2020 | $1,705,000 | +836.8% | 7,616 | +754.8% | 0.12% | +67.1% |
| Q3 2020 | $182,000 | -53.8% | 891 | -56.4% | 0.07% | +100.0% |
| Q2 2020 | $394,000 | +11.9% | 2,043 | -22.9% | 0.04% | -50.7% |
| Q3 2016 | $352,000 | +28.0% | 2,651 | +25.9% | 0.07% | +24.6% |
| Q2 2016 | $275,000 | +19.6% | 2,105 | +12.9% | 0.06% | +11.8% |
| Q1 2016 | $230,000 | – | 1,864 | – | 0.05% | – |
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% |