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 | $210 | -4.1% | 894 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $219 | -82.2% | 894 | -82.7% | 0.01% | -81.7% |
| Q1 2023 | $1,233 | +4.6% | 5,172 | -1.6% | 0.06% | -17.8% |
| Q4 2022 | $1,179 | -99.9% | 5,254 | 0.0% | 0.07% | 0.0% |
| Q3 2022 | $1,179,000 | -4.6% | 5,254 | +0.0% | 0.07% | +5.8% |
| Q2 2022 | $1,236,000 | +2.3% | 5,252 | +10.6% | 0.07% | +11.3% |
| Q1 2022 | $1,208,000 | -3.2% | 4,749 | +1.3% | 0.06% | 0.0% |
| Q4 2021 | $1,248,000 | +7.4% | 4,687 | 0.0% | 0.06% | -8.8% |
| Q3 2021 | $1,162,000 | +0.3% | 4,687 | -0.0% | 0.07% | -8.1% |
| Q2 2021 | $1,158,000 | +8.0% | 4,688 | 0.0% | 0.07% | 0.0% |
| Q1 2021 | $1,072,000 | +2.4% | 4,688 | +0.1% | 0.07% | -5.1% |
| Q4 2020 | $1,047,000 | +9.6% | 4,684 | +0.0% | 0.08% | -4.9% |
| Q3 2020 | $955,000 | +6.5% | 4,683 | +0.5% | 0.08% | +3.8% |
| Q2 2020 | $897,000 | +18.0% | 4,659 | +1.8% | 0.08% | -2.5% |
| Q1 2020 | $760,000 | – | 4,577 | – | 0.08% | – |
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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% |