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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $309,000 | +3.3% | 1,160 | -4.1% | 0.19% | -0.5% |
| Q3 2021 | $299,000 | 0.0% | 1,210 | 0.0% | 0.19% | +2.6% |
| Q2 2021 | $299,000 | +8.3% | 1,210 | 0.0% | 0.19% | +1.6% |
| Q1 2021 | $276,000 | +2.2% | 1,210 | 0.0% | 0.19% | -2.6% |
| Q4 2020 | $270,000 | +9.3% | 1,210 | -0.4% | 0.19% | -3.0% |
| Q3 2020 | $247,000 | +5.6% | 1,215 | 0.0% | 0.20% | -4.8% |
| Q2 2020 | $234,000 | +16.4% | 1,215 | 0.0% | 0.21% | -4.6% |
| Q1 2020 | $201,000 | -12.6% | 1,215 | +1.0% | 0.22% | +14.8% |
| Q4 2019 | $230,000 | +14.4% | 1,203 | 0.0% | 0.19% | +9.2% |
| Q3 2019 | $201,000 | -3.8% | 1,203 | 0.0% | 0.17% | -3.9% |
| Q2 2019 | $209,000 | -0.9% | 1,203 | -2.0% | 0.18% | -3.7% |
| Q1 2019 | $211,000 | -0.9% | 1,228 | -7.5% | 0.19% | -11.0% |
| Q4 2018 | $213,000 | -27.3% | 1,328 | -18.4% | 0.21% | -15.0% |
| Q3 2018 | $293,000 | +13.1% | 1,628 | 0.0% | 0.25% | +15.4% |
| Q2 2018 | $259,000 | +4.0% | 1,628 | 0.0% | 0.21% | -0.5% |
| Q1 2018 | $249,000 | -0.4% | 1,628 | 0.0% | 0.22% | +4.9% |
| Q4 2017 | $250,000 | +1.2% | 1,628 | 0.0% | 0.20% | -2.8% |
| Q3 2017 | $247,000 | -58.3% | 1,628 | -59.6% | 0.21% | -56.0% |
| Q2 2017 | $593,000 | +6.8% | 4,028 | 0.0% | 0.48% | +4.3% |
| Q1 2017 | $555,000 | – | 4,028 | – | 0.46% | – |
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% |