VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 898 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,946,863 | -1.3% | 8,281 | +2.8% | 2.12% | +1.8% |
| Q2 2023 | $1,972,025 | +5.1% | 8,055 | +6.5% | 2.09% | -4.6% |
| Q4 2022 | $1,876,250 | +7.6% | 7,564 | -3.0% | 2.19% | -3.2% |
| Q3 2022 | $1,744,000 | -9.1% | 7,798 | -4.3% | 2.26% | -3.9% |
| Q2 2022 | $1,919,000 | -7.5% | 8,147 | -0.1% | 2.35% | +3.0% |
| Q1 2022 | $2,074,000 | -2.3% | 8,152 | +2.3% | 2.28% | +1.2% |
| Q4 2021 | $2,122,000 | +11.9% | 7,966 | +3.8% | 2.26% | +6.9% |
| Q3 2021 | $1,897,000 | +1.7% | 7,675 | +1.6% | 2.11% | -5.6% |
| Q2 2021 | $1,866,000 | +14.1% | 7,552 | +5.6% | 2.24% | +6.4% |
| Q1 2021 | $1,636,000 | -31.0% | 7,152 | -32.6% | 2.10% | -27.0% |
| Q4 2020 | $2,372,000 | -7.4% | 10,604 | -15.5% | 2.88% | +15.8% |
| Q3 2020 | $2,561,000 | +196.8% | 12,552 | +180.2% | 2.49% | +174.6% |
| Q2 2020 | $863,000 | -49.9% | 4,479 | -38.0% | 0.91% | -53.1% |
| Q1 2010 | $1,722,158 | – | 7,222 | – | 1.93% | – |
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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% |