VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 916 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $644,644 | -4.0% | 2,742 | 0.0% | 0.16% | -1.2% |
| Q2 2023 | $671,296 | +2.7% | 2,742 | 0.0% | 0.17% | -5.1% |
| Q1 2023 | $653,857 | -3.9% | 2,742 | 0.0% | 0.18% | -5.4% |
| Q4 2022 | $680,153 | +11.0% | 2,742 | 0.0% | 0.19% | +10.1% |
| Q3 2022 | $613,000 | -49.5% | 2,742 | -46.7% | 0.17% | -44.0% |
| Q2 2022 | $1,213,000 | -7.4% | 5,149 | -90.0% | 0.30% | +9.4% |
| Q1 2022 | $1,310,000 | -12.6% | 51,490 | +815.9% | 0.28% | -0.7% |
| Q4 2021 | $1,498,000 | -0.6% | 5,622 | -7.8% | 0.28% | -9.2% |
| Q3 2021 | $1,507,000 | +16.1% | 6,099 | +16.1% | 0.31% | +21.4% |
| Q2 2021 | $1,298,000 | +8.1% | 5,251 | 0.0% | 0.25% | -9.0% |
| Q1 2021 | $1,201,000 | +2.2% | 5,251 | 0.0% | 0.28% | +0.4% |
| Q4 2020 | $1,175,000 | +9.7% | 5,251 | 0.0% | 0.28% | -0.7% |
| Q3 2020 | $1,071,000 | +5.8% | 5,251 | 0.0% | 0.28% | -8.9% |
| Q2 2020 | $1,012,000 | +20.8% | 5,251 | 0.0% | 0.30% | -8.4% |
| Q1 2020 | $838,000 | -16.8% | 5,251 | 0.0% | 0.33% | +7.4% |
| Q4 2019 | $1,007,000 | +14.4% | 5,251 | 0.0% | 0.31% | +25.0% |
| Q3 2019 | $880,000 | -3.6% | 5,251 | 0.0% | 0.25% | -20.5% |
| Q2 2019 | $913,000 | +0.8% | 5,251 | 0.0% | 0.31% | -3.4% |
| Q1 2019 | $906,000 | +7.5% | 5,251 | 0.0% | 0.32% | +20.5% |
| Q4 2018 | $843,000 | -11.0% | 5,251 | 0.0% | 0.27% | -6.9% |
| Q3 2018 | $947,000 | +12.3% | 5,251 | 0.0% | 0.29% | +114.9% |
| Q4 2017 | $843,000 | – | 5,251 | – | 0.13% | – |
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% |