VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 916 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,838,567 | -4.5% | 101,398 | -2.2% | 5.11% | -1.8% |
| Q2 2023 | $24,955,224 | -0.1% | 103,708 | -0.1% | 5.20% | -2.0% |
| Q1 2023 | $24,969,843 | -4.7% | 103,764 | -1.8% | 5.31% | -9.7% |
| Q4 2022 | $26,204,288 | +10.3% | 105,641 | -0.5% | 5.88% | +8.2% |
| Q3 2022 | $23,748,000 | -6.6% | 106,162 | -1.7% | 5.44% | -3.0% |
| Q2 2022 | $25,432,000 | -6.7% | 107,990 | +0.8% | 5.60% | -10.6% |
| Q1 2022 | $27,250,000 | +4.2% | 107,124 | +1.0% | 6.27% | +0.0% |
| Q4 2021 | $26,148,000 | +1.4% | 106,091 | +1.7% | 6.27% | -10.0% |
| Q3 2021 | $25,783,000 | +0.9% | 104,317 | +0.9% | 6.96% | +3.9% |
| Q2 2021 | $25,561,000 | +9.3% | 103,430 | +1.2% | 6.70% | +5.1% |
| Q1 2021 | $23,388,000 | +2.9% | 102,242 | +0.7% | 6.37% | -5.9% |
| Q4 2020 | $22,735,000 | +6.5% | 101,517 | -0.9% | 6.78% | -3.5% |
| Q3 2020 | $21,338,000 | +10.0% | 102,463 | +1.8% | 7.02% | +2.0% |
| Q2 2020 | $19,395,000 | +1.4% | 100,673 | -0.4% | 6.89% | -7.8% |
| Q1 2020 | $19,131,000 | -1.9% | 101,054 | -0.2% | 7.47% | +21.1% |
| Q4 2019 | $19,511,000 | +94.9% | 101,287 | +69.6% | 6.17% | +78.0% |
| Q3 2019 | $10,013,000 | -0.3% | 59,715 | +2.6% | 3.47% | -2.8% |
| Q1 2019 | $10,039,000 | – | 58,205 | – | 3.56% | – |
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% |