VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 876 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,344 | -27.6% | 119 | -21.7% | 0.01% | -22.2% |
| Q2 2023 | $37,748 | -1.6% | 152 | -3.2% | 0.01% | 0.0% |
| Q1 2023 | $38,378 | -13.6% | 157 | -12.3% | 0.01% | -10.0% |
| Q4 2022 | $44,401 | +11.0% | 179 | 0.0% | 0.01% | +11.1% |
| Q3 2022 | $40,000 | -4.8% | 179 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $42,000 | -8.7% | 179 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $46,000 | +4.5% | 179 | +7.8% | 0.01% | +12.5% |
| Q4 2021 | $44,000 | +7.3% | 166 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $41,000 | 0.0% | 166 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $41,000 | +7.9% | 166 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $38,000 | +2.7% | 166 | 0.0% | 0.01% | -50.0% |
| Q4 2020 | $37,000 | +8.8% | 166 | 0.0% | 0.02% | +100.0% |
| Q3 2020 | $34,000 | +6.2% | 166 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $32,000 | +14.3% | 166 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $28,000 | -12.5% | 166 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $32,000 | – | 166 | – | 0.01% | – |
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% |