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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $429,169 | +2.3% | 1,753 | -0.3% | 0.92% | +9.6% |
| Q1 2023 | $419,451 | -34.4% | 1,759 | -31.8% | 0.84% | -41.6% |
| Q4 2022 | $639,721 | +55.3% | 2,579 | +45.5% | 1.44% | +41.7% |
| Q3 2022 | $412,000 | -21.8% | 1,773 | -19.0% | 1.02% | +43.6% |
| Q2 2022 | $527,000 | +5.8% | 2,189 | +5.6% | 0.71% | +107.6% |
| Q1 2022 | $498,000 | +295.2% | 2,073 | -98.4% | 0.34% | +262.8% |
| Q4 2015 | $126,000 | – | 125,705 | – | 0.09% | – |
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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% |