VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $250,376 | -3.6% | 1,065 | +0.4% | 0.07% | +1.4% |
| Q2 2023 | $259,781 | +2.7% | 1,061 | 0.0% | 0.07% | -1.4% |
| Q1 2023 | $253,032 | -3.6% | 1,061 | +0.3% | 0.07% | -9.1% |
| Q4 2022 | $262,362 | +11.6% | 1,058 | +0.8% | 0.08% | +2.7% |
| Q3 2022 | $235,000 | 0.0% | 1,050 | +5.1% | 0.08% | +8.7% |
| Q2 2022 | $235,000 | -8.2% | 999 | -0.6% | 0.07% | +3.0% |
| Q1 2022 | $256,000 | -4.1% | 1,005 | +0.2% | 0.07% | -2.9% |
| Q4 2021 | $267,000 | +5.5% | 1,003 | +0.3% | 0.07% | +3.0% |
| Q3 2021 | $253,000 | +2.8% | 1,000 | +0.3% | 0.07% | 0.0% |
| Q2 2021 | $246,000 | +8.4% | 997 | +0.3% | 0.07% | +1.5% |
| Q1 2021 | $227,000 | -35.3% | 994 | -34.3% | 0.07% | -37.1% |
| Q4 2020 | $351,000 | – | 1,512 | – | 0.10% | – |
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% |