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 | $756,206 | +20.5% | 3,349 | +27.2% | 0.27% | +5.5% |
| Q1 2023 | $627,627 | -10.7% | 2,632 | -7.2% | 0.26% | -23.1% |
| Q4 2022 | $703,222 | +10.1% | 2,835 | -0.8% | 0.33% | -22.6% |
| Q3 2022 | $639,000 | -10.1% | 2,857 | -5.3% | 0.43% | -40.4% |
| Q2 2022 | $711,000 | -9.3% | 3,017 | -2.1% | 0.72% | +0.3% |
| Q1 2022 | $784,000 | -2.6% | 3,082 | +2.0% | 0.72% | +3.6% |
| Q4 2021 | $805,000 | +7.8% | 3,022 | 0.0% | 0.70% | +1.2% |
| Q3 2021 | $747,000 | -90.2% | 3,022 | -1.6% | 0.69% | +9.2% |
| Q2 2021 | $7,592,000 | +972.3% | 3,072 | -0.7% | 0.63% | +20.3% |
| Q1 2021 | $708,000 | -4.5% | 3,095 | -6.6% | 0.52% | -8.9% |
| Q4 2020 | $741,000 | +9.6% | 3,312 | 0.0% | 0.57% | -0.2% |
| Q3 2020 | $676,000 | +4.3% | 3,312 | -17.9% | 0.58% | 0.0% |
| Q2 2020 | $648,000 | +4.0% | 4,032 | +7.5% | 0.58% | -12.3% |
| Q1 2020 | $623,000 | -14.4% | 3,751 | -1.2% | 0.66% | +2.8% |
| Q4 2019 | $728,000 | +26.4% | 3,798 | +10.5% | 0.64% | +15.6% |
| Q3 2019 | $576,000 | +10.8% | 3,437 | +12.1% | 0.55% | +4.5% |
| Q2 2019 | $520,000 | +16.1% | 3,065 | +14.8% | 0.53% | +13.1% |
| Q1 2019 | $448,000 | -1.3% | 2,671 | 0.0% | 0.47% | -7.9% |
| Q4 2018 | $454,000 | – | 2,671 | – | 0.51% | – |
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% |