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 | $1,940,309 | -5.9% | 8,253 | -2.0% | 0.27% | -4.6% |
| Q2 2023 | $2,061,951 | +4.9% | 8,422 | +2.2% | 0.28% | +3.3% |
| Q1 2023 | $1,965,939 | -3.4% | 8,244 | +0.5% | 0.27% | -8.4% |
| Q4 2022 | $2,035,461 | +13.7% | 8,206 | +2.5% | 0.30% | +5.0% |
| Q3 2022 | $1,790,000 | -16.0% | 8,002 | -11.6% | 0.28% | -12.4% |
| Q2 2022 | $2,132,000 | -46.6% | 9,054 | -42.3% | 0.32% | -40.7% |
| Q1 2022 | $3,992,000 | -7.2% | 15,694 | -2.8% | 0.54% | -5.6% |
| Q4 2021 | $4,304,000 | +12.7% | 16,154 | +4.5% | 0.58% | +1.2% |
| Q3 2021 | $3,820,000 | +5.0% | 15,456 | +5.0% | 0.57% | +3.1% |
| Q2 2021 | $3,639,000 | +11.5% | 14,725 | +3.2% | 0.55% | 0.0% |
| Q1 2021 | $3,264,000 | +3.6% | 14,269 | +1.3% | 0.55% | -10.3% |
| Q4 2020 | $3,152,000 | +101.7% | 14,088 | +83.9% | 0.61% | +62.4% |
| Q3 2020 | $1,563,000 | +42.3% | 7,661 | +34.4% | 0.38% | +4.1% |
| Q2 2020 | $1,098,000 | +11.2% | 5,700 | +8.8% | 0.36% | +4.0% |
| Q1 2020 | $987,000 | +70.2% | 5,240 | +73.3% | 0.35% | +102.9% |
| Q4 2019 | $580,000 | -11.6% | 3,024 | -22.7% | 0.17% | -25.9% |
| Q3 2019 | $656,000 | +13.7% | 3,914 | +17.7% | 0.23% | +5.0% |
| Q2 2019 | $577,000 | +55.1% | 3,326 | +54.3% | 0.22% | +46.4% |
| Q1 2019 | $372,000 | +9.4% | 2,155 | +1.8% | 0.15% | -9.0% |
| Q4 2018 | $340,000 | -18.3% | 2,116 | -8.3% | 0.17% | +41.9% |
| Q3 2018 | $416,000 | +11.8% | 2,308 | -1.3% | 0.12% | +1.7% |
| Q2 2018 | $372,000 | +12.7% | 2,339 | +8.9% | 0.12% | 0.0% |
| Q1 2018 | $330,000 | -14.7% | 2,148 | -14.5% | 0.12% | -17.3% |
| Q4 2017 | $387,000 | +1.6% | 2,512 | +0.5% | 0.14% | -7.9% |
| Q3 2017 | $381,000 | +5.5% | 2,499 | +2.0% | 0.15% | -1.9% |
| Q2 2017 | $361,000 | +4.3% | 2,450 | -2.4% | 0.15% | -1.3% |
| Q1 2017 | $346,000 | +7.5% | 2,510 | -1.3% | 0.16% | +3.3% |
| Q4 2016 | $322,000 | -6.9% | 2,543 | -2.3% | 0.15% | -13.2% |
| Q3 2016 | $346,000 | +1.8% | 2,604 | 0.0% | 0.17% | 0.0% |
| Q2 2016 | $340,000 | -1.7% | 2,604 | -7.1% | 0.17% | -11.7% |
| Q1 2016 | $346,000 | +3.9% | 2,802 | +12.0% | 0.20% | +17.3% |
| Q4 2015 | $333,000 | – | 2,502 | – | 0.17% | – |
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% |