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 | $277 | -99.9% | 1,177 | +8.8% | 0.15% | +7.3% |
| Q3 2021 | $270,000 | +11.6% | 1,082 | +10.6% | 0.14% | +8.7% |
| Q2 2021 | $242,000 | +490.2% | 978 | +226.0% | 0.13% | +293.8% |
| Q1 2017 | $41,000 | +310.0% | 300 | +300.0% | 0.03% | +300.0% |
| Q2 2016 | $10,000 | +11.1% | 75 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $9,000 | -10.0% | 75 | 0.0% | 0.01% | -11.1% |
| Q4 2015 | $10,000 | +11.1% | 75 | 0.0% | 0.01% | +12.5% |
| Q3 2015 | $9,000 | -10.0% | 75 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $10,000 | 0.0% | 75 | 0.0% | 0.01% | -11.1% |
| Q1 2015 | $10,000 | +11.1% | 75 | 0.0% | 0.01% | +12.5% |
| Q4 2014 | $9,000 | – | 75 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wechter Feldman Wealth Management, Inc. | 104,281 | $20,090,000 | 18.21% |
| Allied Investment Advisors, LLC | 95,358 | $18,371,000 | 10.58% |
| CABANA LLC | 528,624 | $101,839,000 | 9.35% |
| Tatro Capital, LLC | 30,973 | $5,967,000 | 8.56% |
| Foundations Investment Advisors, LLC | 449,483 | $87,941,000 | 7.78% |
| Beacon Capital Management, Inc. | 715,314 | $137,805,000 | 7.04% |
| Capital Advantage, Inc. | 100,673 | $19,395,000 | 6.89% |
| Essex Private Wealth Management, LLC | 30,512 | $5,878,000 | 6.82% |
| Madden Advisory Services, Inc. | 26,877 | $5,177,000 | 5.37% |
| Morningstar Investment Management LLC | 191,895 | $36,969,000 | 5.10% |