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 | $922,898 | -96.8% | 3,917 | -96.6% | 0.00% | -96.4% |
| Q2 2023 | $28,550,590 | -74.9% | 116,613 | +19.8% | 0.11% | -58.6% |
| Q1 2023 | $113,669,962 | +498.0% | 97,341 | +27.0% | 0.27% | +119.7% |
| Q4 2022 | $19,008,516 | -16.3% | 76,629 | -24.5% | 0.12% | -55.3% |
| Q3 2022 | $22,698,000 | -3.0% | 101,464 | +1.7% | 0.27% | +5.4% |
| Q2 2022 | $23,408,000 | -5.5% | 99,761 | +2.5% | 0.26% | -32.7% |
| Q1 2022 | $24,759,000 | +4132.3% | 97,330 | +4866400.0% | 0.38% | +4177.8% |
| Q4 2021 | $585,000 | – | 2 | – | 0.01% | – |
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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% |