VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 722 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.62 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $751,010 | +18.4% | 3,194 | +23.3% | 0.06% | +25.0% |
| Q2 2023 | $634,448 | +2.7% | 2,591 | 0.0% | 0.04% | -4.3% |
| Q1 2023 | $617,966 | +180.9% | 2,591 | +163.8% | 0.05% | +119.0% |
| Q3 2022 | $220,000 | -12.0% | 982 | -7.4% | 0.02% | -8.7% |
| Q2 2022 | $250,000 | +0.4% | 1,060 | +8.1% | 0.02% | +21.1% |
| Q1 2022 | $249,000 | -43.9% | 981 | -41.2% | 0.02% | -42.4% |
| Q4 2021 | $444,000 | -18.7% | 1,668 | -24.5% | 0.03% | -23.3% |
| Q3 2021 | $546,000 | +16.7% | 2,208 | +17.5% | 0.04% | +13.2% |
| Q2 2021 | $468,000 | +10.1% | 1,879 | +1.1% | 0.04% | -2.6% |
| Q1 2021 | $425,000 | +5.2% | 1,858 | +3.0% | 0.04% | -7.1% |
| Q4 2020 | $404,000 | +18.8% | 1,804 | +8.2% | 0.04% | -6.7% |
| Q3 2020 | $340,000 | +42.3% | 1,667 | +33.7% | 0.04% | +15.4% |
| Q4 2019 | $239,000 | – | 1,247 | – | 0.04% | – |
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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% |