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 | $831,218 | +124.2% | 3,535 | +133.5% | 0.09% | +120.5% |
| Q2 2023 | $370,681 | -84.1% | 1,514 | -84.5% | 0.04% | -69.0% |
| Q1 2023 | $2,325,551 | -2.7% | 9,752 | +1.2% | 0.13% | -12.5% |
| Q4 2022 | $2,391,012 | +18.7% | 9,640 | +7.1% | 0.14% | +5.9% |
| Q3 2022 | $2,014,000 | -4.3% | 9,004 | +0.8% | 0.14% | -3.5% |
| Q2 2022 | $2,104,000 | -18.0% | 8,932 | -11.4% | 0.14% | -9.0% |
| Q1 2022 | $2,565,000 | -5.2% | 10,080 | -0.7% | 0.16% | -8.3% |
| Q4 2021 | $2,705,000 | +9.0% | 10,154 | +1.1% | 0.17% | 0.0% |
| Q3 2021 | $2,481,000 | +11.1% | 10,039 | +11.1% | 0.17% | +5.0% |
| Q2 2021 | $2,234,000 | +3.4% | 9,038 | -4.3% | 0.16% | -13.0% |
| Q1 2021 | $2,161,000 | +11.1% | 9,448 | +8.6% | 0.18% | +5.7% |
| Q4 2020 | $1,945,000 | -37.3% | 8,696 | -48.2% | 0.18% | -17.1% |
| Q3 2020 | $3,102,000 | +97.2% | 16,788 | +105.6% | 0.21% | +3.4% |
| Q2 2020 | $1,573,000 | +11.6% | 8,164 | -3.9% | 0.20% | -17.4% |
| Q1 2020 | $1,410,000 | +133.1% | 8,492 | +169.3% | 0.25% | +220.8% |
| Q4 2019 | $605,000 | +22.7% | 3,153 | +7.3% | 0.08% | -3.8% |
| Q3 2019 | $493,000 | -3.3% | 2,938 | +0.2% | 0.08% | -20.0% |
| Q2 2019 | $510,000 | -67.0% | 2,933 | -75.3% | 0.10% | -66.9% |
| Q1 2019 | $1,547,000 | +200.4% | 11,866 | +270.3% | 0.30% | +130.5% |
| Q4 2018 | $515,000 | -17.2% | 3,204 | -7.1% | 0.13% | +33.7% |
| Q3 2018 | $622,000 | +47.0% | 3,449 | +29.8% | 0.10% | -16.9% |
| Q2 2018 | $423,000 | +3.7% | 2,658 | 0.0% | 0.12% | -0.8% |
| Q1 2018 | $408,000 | -7.5% | 2,658 | -7.2% | 0.12% | +22.7% |
| Q4 2017 | $441,000 | +7.0% | 2,863 | +5.7% | 0.10% | +1.0% |
| Q3 2017 | $412,000 | – | 2,708 | – | 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% |