VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.75 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $242,153 | -4.0% | 1,030 | 0.0% | 0.13% | +20.6% |
| Q2 2023 | $252,165 | +2.7% | 1,030 | 0.0% | 0.11% | -15.1% |
| Q1 2023 | $245,614 | -3.9% | 1,030 | 0.0% | 0.13% | -12.5% |
| Q4 2022 | $255,492 | +11.1% | 1,030 | 0.0% | 0.14% | +1.4% |
| Q3 2022 | $230,000 | -5.0% | 1,030 | 0.0% | 0.14% | -2.7% |
| Q2 2022 | $242,000 | -7.6% | 1,030 | 0.0% | 0.15% | -5.2% |
| Q1 2022 | $262,000 | -4.4% | 1,030 | 0.0% | 0.15% | -5.5% |
| Q4 2021 | $274,000 | +7.5% | 1,030 | 0.0% | 0.16% | -9.9% |
| Q2 2021 | $255,000 | +8.1% | 1,030 | 0.0% | 0.18% | -8.6% |
| Q1 2021 | $236,000 | +2.6% | 1,030 | 0.0% | 0.20% | +4.2% |
| Q4 2020 | $230,000 | +9.5% | 1,030 | 0.0% | 0.19% | -9.1% |
| Q3 2020 | $210,000 | +6.1% | 1,030 | 0.0% | 0.21% | -3.7% |
| Q2 2020 | $198,000 | +15.8% | 1,030 | 0.0% | 0.22% | -7.3% |
| Q1 2020 | $171,000 | -1.2% | 1,030 | 0.0% | 0.23% | +21.2% |
| Q3 2019 | $173,000 | -3.4% | 1,030 | 0.0% | 0.19% | -5.4% |
| Q2 2019 | $179,000 | +1391.7% | 1,030 | +1273.3% | 0.20% | +1357.1% |
| Q4 2018 | $12,000 | -25.0% | 75 | -17.6% | 0.01% | -12.5% |
| Q3 2018 | $16,000 | +23.1% | 91 | -9.0% | 0.02% | -11.1% |
| Q3 2016 | $13,000 | – | 100 | – | 0.02% | – |
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% |