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 | $516,348 | -12.4% | 2,196 | -8.8% | 0.02% | -10.5% |
| Q2 2023 | $589,470 | +0.2% | 2,408 | -2.4% | 0.02% | -9.5% |
| Q1 2023 | $588,464 | -27.3% | 2,468 | -24.4% | 0.02% | -27.6% |
| Q4 2022 | $809,473 | +13.7% | 3,263 | +2.5% | 0.03% | -6.5% |
| Q3 2022 | $712,000 | +94.0% | 3,182 | +104.4% | 0.03% | +181.8% |
| Q2 2022 | $367,000 | -8.2% | 1,557 | -0.9% | 0.01% | -54.2% |
| Q1 2022 | $400,000 | +2.0% | 1,571 | +6.7% | 0.02% | -36.8% |
| Q4 2021 | $392,000 | +3.7% | 1,472 | -40.1% | 0.04% | -52.5% |
| Q4 2017 | $378,000 | – | 2,457 | – | 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% |