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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $479,575 | -2.4% | 2,039 | +1.6% | 0.08% | -2.5% |
| Q2 2023 | $491,201 | +8.6% | 2,006 | +5.7% | 0.08% | -4.8% |
| Q1 2023 | $452,472 | -12.1% | 1,897 | -8.6% | 0.08% | -19.2% |
| Q4 2022 | $514,592 | +21.1% | 2,075 | +9.2% | 0.10% | +13.0% |
| Q3 2022 | $425,000 | -18.9% | 1,901 | -14.6% | 0.09% | -19.3% |
| Q2 2022 | $524,000 | -76.6% | 2,227 | -74.7% | 0.11% | -72.7% |
| Q1 2022 | $2,239,000 | +171.7% | 8,800 | +184.6% | 0.42% | +176.2% |
| Q4 2021 | $824,000 | – | 3,092 | – | 0.15% | – |
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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% |