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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $14,995 | -68.8% | 63 | -67.5% | 0.00% | -71.4% |
| Q4 2022 | $48,092 | +153.1% | 194 | +128.2% | 0.01% | +133.3% |
| Q3 2022 | $19,000 | +58.3% | 85 | +63.5% | 0.00% | +50.0% |
| Q2 2022 | $12,000 | -7.7% | 52 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $13,000 | -7.1% | 52 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $14,000 | +7.7% | 52 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $13,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $13,000 | -61.8% | 52 | -74.0% | 0.00% | -86.7% |
| Q3 2019 | $34,000 | -2.9% | 200 | 0.0% | 0.02% | -6.2% |
| Q2 2019 | $35,000 | +2.9% | 200 | 0.0% | 0.02% | +6.7% |
| Q1 2019 | $34,000 | +6.2% | 200 | 0.0% | 0.02% | -6.2% |
| Q4 2018 | $32,000 | -81.2% | 200 | -84.6% | 0.02% | -83.0% |
| Q2 2016 | $170,000 | +5566.7% | 1,300 | +3962.5% | 0.09% | +4600.0% |
| Q1 2014 | $3,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $3,000 | – | 32 | – | 0.00% | – |
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% |