VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 826 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.39 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $508,418 | -3.6% | 2,163 | +0.4% | 0.03% | 0.0% |
| Q2 2023 | $527,515 | -49.6% | 2,155 | -50.9% | 0.03% | -5.6% |
| Q1 2023 | $1,045,746 | +92.9% | 4,386 | +100.6% | 0.04% | -5.3% |
| Q4 2022 | $542,183 | +11.8% | 2,186 | +0.7% | 0.04% | -5.0% |
| Q3 2022 | $485,000 | -11.8% | 2,170 | +0.3% | 0.04% | +5.3% |
| Q1 2022 | $550,000 | +81.5% | 2,163 | +37.6% | 0.04% | +18.8% |
| Q2 2020 | $303,000 | -85.8% | 1,572 | -87.8% | 0.03% | -87.3% |
| Q1 2020 | $2,140,000 | -17.1% | 12,887 | -4.2% | 0.25% | +1.6% |
| Q4 2019 | $2,580,000 | -40.1% | 13,454 | -47.5% | 0.25% | -43.0% |
| Q3 2019 | $4,310,000 | -0.7% | 25,610 | +2.6% | 0.44% | -4.2% |
| Q2 2019 | $4,342,000 | -0.5% | 24,964 | -1.4% | 0.45% | -2.8% |
| Q1 2019 | $4,366,000 | +7.6% | 25,312 | +0.1% | 0.47% | -0.8% |
| Q4 2018 | $4,059,000 | – | 25,277 | – | 0.47% | – |
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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% |