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 | $873,116 | -4.0% | 3,700 | 0.0% | 0.44% | +1.4% |
| Q2 2023 | $909,080 | +3.0% | 3,700 | 0.0% | 0.43% | +4.8% |
| Q1 2023 | $882,302 | -3.9% | 3,700 | 0.0% | 0.41% | -6.3% |
| Q4 2022 | $917,785 | +10.4% | 3,700 | 0.0% | 0.44% | +5.2% |
| Q3 2022 | $831,000 | -15.5% | 3,700 | -11.5% | 0.42% | -9.5% |
| Q2 2022 | $984,000 | -7.4% | 4,180 | 0.0% | 0.46% | +12.1% |
| Q1 2022 | $1,063,000 | -4.6% | 4,180 | 0.0% | 0.41% | -5.0% |
| Q4 2021 | $1,114,000 | +7.4% | 4,180 | 0.0% | 0.44% | -6.4% |
| Q3 2021 | $1,037,000 | +0.4% | 4,180 | 0.0% | 0.47% | 0.0% |
| Q2 2021 | $1,033,000 | +8.1% | 4,180 | 0.0% | 0.47% | -5.1% |
| Q1 2021 | $956,000 | +2.2% | 4,180 | 0.0% | 0.49% | -7.0% |
| Q4 2020 | $935,000 | +9.6% | 4,180 | 0.0% | 0.53% | -2.8% |
| Q3 2020 | $853,000 | +0.4% | 4,180 | -5.2% | 0.54% | -10.7% |
| Q2 2020 | $850,000 | +16.1% | 4,410 | 0.0% | 0.61% | +10.7% |
| Q1 2020 | $732,000 | +91.1% | 4,410 | +120.5% | 0.55% | +154.2% |
| Q4 2019 | $383,000 | +13.6% | 2,000 | 0.0% | 0.22% | -4.8% |
| Q3 2019 | $337,000 | -3.7% | 2,000 | 0.0% | 0.23% | -7.0% |
| Q2 2019 | $350,000 | +1.4% | 2,000 | 0.0% | 0.24% | +8.0% |
| Q1 2019 | $345,000 | – | 2,000 | – | 0.23% | – |
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% |