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 | $227,227 | -3.7% | 967 | +0.3% | 0.08% | 0.0% |
| Q2 2023 | $235,974 | +2.7% | 964 | 0.0% | 0.08% | -5.1% |
| Q1 2023 | $229,844 | -3.6% | 964 | +0.2% | 0.08% | -10.2% |
| Q4 2022 | $238,504 | +11.5% | 962 | +0.6% | 0.09% | -3.3% |
| Q3 2022 | $214,000 | -4.9% | 956 | 0.0% | 0.09% | 0.0% |
| Q2 2022 | $225,000 | -7.4% | 956 | +0.2% | 0.09% | +8.3% |
| Q1 2022 | $243,000 | -4.3% | 954 | +0.2% | 0.08% | -2.3% |
| Q4 2021 | $254,000 | +8.5% | 952 | +0.5% | 0.09% | +4.9% |
| Q3 2021 | $234,000 | 0.0% | 947 | 0.0% | 0.08% | +26.2% |
| Q2 2021 | $234,000 | +8.3% | 947 | +0.2% | 0.06% | 0.0% |
| Q1 2021 | $216,000 | +2.4% | 945 | +0.2% | 0.06% | -3.0% |
| Q4 2020 | $211,000 | – | 943 | – | 0.07% | – |
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% |