VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $299,988 | -4.0% | 1,276 | 0.0% | 0.06% | +5.5% |
| Q2 2023 | $312,390 | +2.7% | 1,276 | 0.0% | 0.06% | -8.3% |
| Q1 2023 | $304,275 | -3.9% | 1,276 | 0.0% | 0.06% | -10.4% |
| Q4 2022 | $316,512 | -28.1% | 1,276 | -31.7% | 0.07% | +52.3% |
| Q2 2022 | $440,000 | -3.3% | 1,868 | +4.5% | 0.04% | +12.8% |
| Q1 2022 | $455,000 | -4.2% | 1,787 | +0.1% | 0.04% | +2.6% |
| Q4 2021 | $475,000 | +8.0% | 1,785 | +0.6% | 0.04% | -2.6% |
| Q3 2021 | $440,000 | -49.8% | 1,775 | -49.9% | 0.04% | -7.1% |
| Q2 2021 | $876,000 | +116.3% | 3,544 | +100.1% | 0.04% | +2.4% |
| Q1 2021 | $405,000 | +2.3% | 1,771 | 0.0% | 0.04% | -8.9% |
| Q4 2020 | $396,000 | +3.4% | 1,771 | 0.0% | 0.04% | -4.3% |
| Q3 2020 | $383,000 | +53.2% | 1,771 | +36.4% | 0.05% | +4.4% |
| Q2 2020 | $250,000 | +10.1% | 1,298 | -5.1% | 0.04% | -8.2% |
| Q1 2020 | $227,000 | -7.7% | 1,368 | +6.5% | 0.05% | +4.3% |
| Q4 2019 | $246,000 | -91.9% | 1,285 | -92.9% | 0.05% | -92.0% |
| Q3 2019 | $3,034,000 | -99.9% | 18,026 | -6.3% | 0.59% | -23.9% |
| Q2 2019 | $3,344,528,000 | +99915.8% | 19,228 | -0.8% | 0.77% | -18.3% |
| Q1 2019 | $3,344,000 | -1.9% | 19,385 | -8.7% | 0.95% | -6.0% |
| Q4 2018 | $3,409,000 | -45.0% | 21,229 | -40.0% | 1.01% | -38.5% |
| Q3 2018 | $6,200,000 | +2744.0% | 35,386 | +2402.5% | 1.64% | +1802.3% |
| Q4 2017 | $218,000 | +5.3% | 1,414 | +4.3% | 0.09% | -14.0% |
| Q3 2017 | $207,000 | – | 1,356 | – | 0.10% | – |
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% |