VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 898 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $403,285 | -7.1% | 1,715 | -3.3% | 0.04% | -12.5% |
| Q2 2023 | $434,186 | +34.7% | 1,773 | +31.1% | 0.05% | +41.2% |
| Q1 2023 | $322,398 | -3.9% | 1,352 | 0.0% | 0.03% | -10.5% |
| Q4 2022 | $335,364 | +24.2% | 1,352 | +12.1% | 0.04% | +22.6% |
| Q3 2022 | $270,000 | -4.6% | 1,206 | +0.3% | 0.03% | +6.9% |
| Q2 2022 | $283,000 | -7.5% | 1,202 | 0.0% | 0.03% | +3.6% |
| Q1 2022 | $306,000 | -13.1% | 1,202 | -9.1% | 0.03% | +7.7% |
| Q4 2021 | $352,000 | +7.3% | 1,323 | -0.4% | 0.03% | -3.7% |
| Q3 2021 | $328,000 | +0.3% | 1,328 | +0.4% | 0.03% | 0.0% |
| Q2 2021 | $327,000 | +7.9% | 1,323 | 0.0% | 0.03% | -3.6% |
| Q1 2021 | $303,000 | -6.5% | 1,323 | -8.6% | 0.03% | -12.5% |
| Q4 2020 | $324,000 | +8.4% | 1,447 | -1.1% | 0.03% | -3.0% |
| Q3 2020 | $299,000 | +7.2% | 1,463 | +1.0% | 0.03% | 0.0% |
| Q2 2020 | $279,000 | +16.2% | 1,448 | +0.1% | 0.03% | -2.9% |
| Q1 2020 | $240,000 | -62.4% | 1,447 | -70.3% | 0.03% | 0.0% |
| Q4 2019 | $638,000 | +132.0% | 4,868 | +196.6% | 0.03% | -8.1% |
| Q3 2019 | $275,000 | – | 1,641 | – | 0.04% | – |
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% |