VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 916 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $170,000 | -1.7% | 761 | +3.5% | 0.02% | +15.8% |
| Q2 2022 | $173,000 | -11.7% | 735 | -4.4% | 0.02% | -9.5% |
| Q1 2022 | $196,000 | +51.9% | 769 | +59.2% | 0.02% | +50.0% |
| Q4 2021 | $129,000 | -57.1% | 483 | -60.2% | 0.01% | -58.8% |
| Q3 2021 | $301,000 | +2.0% | 1,215 | +1.8% | 0.03% | +6.2% |
| Q2 2021 | $295,000 | -96.8% | 1,193 | -97.0% | 0.03% | -97.7% |
| Q1 2021 | $9,180,000 | +2.6% | 40,132 | +0.3% | 1.37% | -14.0% |
| Q4 2020 | $8,951,000 | +10.6% | 40,008 | +0.8% | 1.59% | -6.1% |
| Q3 2020 | $8,095,000 | +0.9% | 39,682 | -0.0% | 1.70% | -1.6% |
| Q2 2020 | $8,026,000 | +8.2% | 39,697 | +0.4% | 1.72% | -12.4% |
| Q1 2020 | $7,415,000 | +2.6% | 39,543 | +7.6% | 1.97% | +15.9% |
| Q4 2019 | $7,225,000 | +2744.5% | 36,737 | +2131.9% | 1.70% | +638.3% |
| Q4 2017 | $254,000 | +4.1% | 1,646 | +2.7% | 0.23% | +4.1% |
| Q3 2017 | $244,000 | +10.9% | 1,603 | +7.6% | 0.22% | +56.7% |
| Q2 2017 | $220,000 | – | 1,490 | – | 0.14% | – |
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% |