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 | $574,820 | -4.0% | 2,445 | 0.0% | 0.11% | -2.6% |
| Q2 2023 | $598,585 | +2.7% | 2,445 | 0.0% | 0.12% | -1.7% |
| Q1 2023 | $583,035 | -3.9% | 2,445 | 0.0% | 0.12% | -8.6% |
| Q4 2022 | $606,482 | +49.4% | 2,445 | +34.6% | 0.13% | +39.1% |
| Q3 2022 | $406,000 | -5.1% | 1,816 | 0.0% | 0.09% | -2.1% |
| Q2 2022 | $428,000 | -7.6% | 1,816 | -0.3% | 0.09% | -1.1% |
| Q1 2022 | $463,000 | -4.3% | 1,822 | +0.3% | 0.10% | -6.9% |
| Q4 2021 | $484,000 | +44.0% | 1,816 | +33.7% | 0.10% | +32.5% |
| Q3 2021 | $336,000 | 0.0% | 1,358 | 0.0% | 0.08% | -7.2% |
| Q2 2021 | $336,000 | +8.0% | 1,358 | 0.0% | 0.08% | +1.2% |
| Q1 2021 | $311,000 | +2.3% | 1,358 | 0.0% | 0.08% | -4.7% |
| Q4 2020 | $304,000 | +9.7% | 1,358 | 0.0% | 0.09% | -9.5% |
| Q3 2020 | $277,000 | +5.7% | 1,358 | 0.0% | 0.10% | -7.8% |
| Q2 2020 | $262,000 | +15.9% | 1,358 | 0.0% | 0.10% | -8.0% |
| Q1 2020 | $226,000 | -13.1% | 1,358 | 0.0% | 0.11% | +27.3% |
| Q4 2019 | $260,000 | -20.7% | 1,358 | -30.6% | 0.09% | -38.9% |
| Q3 2019 | $328,000 | -3.8% | 1,958 | 0.0% | 0.14% | -2.0% |
| Q2 2019 | $341,000 | +0.9% | 1,958 | 0.0% | 0.15% | -2.0% |
| Q1 2019 | $338,000 | +7.6% | 1,958 | 0.0% | 0.15% | -4.5% |
| Q4 2018 | $314,000 | -11.0% | 1,958 | 0.0% | 0.16% | +4.7% |
| Q3 2018 | $353,000 | +13.1% | 1,958 | 0.0% | 0.15% | +2.0% |
| Q2 2018 | $312,000 | +3.7% | 1,958 | 0.0% | 0.15% | 0.0% |
| Q1 2018 | $301,000 | -0.3% | 1,958 | 0.0% | 0.15% | 0.0% |
| Q4 2017 | $302,000 | +1.3% | 1,958 | 0.0% | 0.15% | -2.6% |
| Q3 2017 | $298,000 | +3.1% | 1,958 | 0.0% | 0.15% | -3.8% |
| Q2 2017 | $289,000 | +7.0% | 1,958 | 0.0% | 0.16% | +2.6% |
| Q1 2017 | $270,000 | +5.9% | 1,958 | -2.5% | 0.15% | -5.6% |
| Q4 2016 | $255,000 | -15.0% | 2,008 | -11.1% | 0.16% | -16.9% |
| Q3 2016 | $300,000 | +14.9% | 2,258 | +12.7% | 0.20% | +14.0% |
| Q2 2016 | $261,000 | +5.7% | 2,003 | 0.0% | 0.17% | -1.2% |
| Q1 2016 | $247,000 | -7.1% | 2,003 | 0.0% | 0.17% | -11.3% |
| Q4 2015 | $266,000 | +3.1% | 2,003 | -4.8% | 0.20% | -4.4% |
| Q3 2015 | $258,000 | -12.2% | 2,103 | 0.0% | 0.20% | -6.0% |
| Q2 2015 | $294,000 | +5.8% | 2,103 | +2.4% | 0.22% | -3.1% |
| Q1 2015 | $278,000 | +3.0% | 2,053 | -4.6% | 0.22% | -10.4% |
| Q4 2014 | $270,000 | – | 2,153 | – | 0.25% | – |
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% |