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 | $64,894 | -4.0% | 275 | 0.0% | 0.02% | -4.5% |
Q2 2023 | $67,567 | +3.0% | 275 | 0.0% | 0.02% | 0.0% |
Q1 2023 | $65,577 | -3.9% | 275 | 0.0% | 0.02% | -12.0% |
Q4 2022 | $68,214 | +10.0% | 275 | 0.0% | 0.02% | 0.0% |
Q3 2022 | $62,000 | -4.6% | 275 | 0.0% | 0.02% | 0.0% |
Q2 2022 | $65,000 | -7.1% | 275 | 0.0% | 0.02% | +13.6% |
Q1 2022 | $70,000 | -4.1% | 275 | 0.0% | 0.02% | -4.3% |
Q4 2021 | $73,000 | +7.4% | 275 | 0.0% | 0.02% | -4.2% |
Q3 2021 | $68,000 | +44.7% | 275 | +31.0% | 0.02% | +20.0% |
Q4 2020 | $47,000 | – | 210 | – | 0.02% | – |
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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% |