VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.75 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. | 104,281 | $20,090,000 | 18.21% |
| Allied Investment Advisors, LLC | 95,358 | $18,371,000 | 10.58% |
| CABANA LLC | 528,624 | $101,839,000 | 9.35% |
| Tatro Capital, LLC | 30,973 | $5,967,000 | 8.56% |
| Foundations Investment Advisors, LLC | 449,483 | $87,941,000 | 7.78% |
| Beacon Capital Management, Inc. | 715,314 | $137,805,000 | 7.04% |
| Capital Advantage, Inc. | 100,673 | $19,395,000 | 6.89% |
| Essex Private Wealth Management, LLC | 30,512 | $5,878,000 | 6.82% |
| Madden Advisory Services, Inc. | 26,877 | $5,177,000 | 5.37% |
| Morningstar Investment Management LLC | 191,895 | $36,969,000 | 5.10% |