VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $991,820 | -1.0% | 4,219 | +3.1% | 0.02% | 0.0% |
| Q2 2023 | $1,001,628 | +2.7% | 4,091 | 0.0% | 0.02% | -5.9% |
| Q1 2023 | $975,608 | -5.0% | 4,091 | -1.2% | 0.02% | -10.5% |
| Q4 2022 | $1,027,398 | +8.3% | 4,142 | -2.3% | 0.02% | -5.0% |
| Q3 2022 | $949,000 | +36.0% | 4,241 | +43.0% | 0.02% | +33.3% |
| Q2 2022 | $698,000 | -1.7% | 2,965 | +6.2% | 0.02% | -6.2% |
| Q1 2022 | $710,000 | -17.0% | 2,793 | -12.9% | 0.02% | -15.8% |
| Q4 2021 | $855,000 | +17.1% | 3,208 | +8.6% | 0.02% | +26.7% |
| Q3 2021 | $730,000 | +5.2% | 2,953 | +5.1% | 0.02% | -16.7% |
| Q2 2021 | $694,000 | -4.0% | 2,809 | -11.1% | 0.02% | +5.9% |
| Q1 2021 | $723,000 | +35.9% | 3,161 | +32.9% | 0.02% | +6.2% |
| Q4 2020 | $532,000 | +3.5% | 2,379 | -23.1% | 0.02% | -27.3% |
| Q1 2020 | $514,000 | +2134.8% | 3,095 | +2095.0% | 0.02% | +1000.0% |
| Q4 2018 | $23,000 | – | 141 | – | 0.00% | – |
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% |