VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 826 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.39 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $88,163 | -20.9% | 375 | -17.6% | 0.04% | -17.8% |
| Q2 2023 | $111,393 | +2.7% | 455 | 0.0% | 0.04% | -4.3% |
| Q1 2023 | $108,499 | +95916.8% | 455 | 0.0% | 0.05% | -7.8% |
| Q4 2022 | $113 | -99.9% | 455 | 0.0% | 0.05% | +2.0% |
| Q3 2022 | $102,000 | -21.5% | 455 | -17.6% | 0.05% | -13.8% |
| Q2 2022 | $130,000 | -15.6% | 552 | -8.8% | 0.06% | -4.9% |
| Q1 2022 | $154,000 | -4.3% | 605 | 0.0% | 0.06% | -7.6% |
| Q4 2021 | $161,000 | +23.8% | 605 | +14.8% | 0.07% | +17.9% |
| Q3 2021 | $130,000 | 0.0% | 527 | 0.0% | 0.06% | -3.4% |
| Q2 2021 | $130,000 | +7.4% | 527 | 0.0% | 0.06% | -1.7% |
| Q1 2021 | $121,000 | +2.5% | 527 | 0.0% | 0.06% | -3.3% |
| Q4 2020 | $118,000 | – | 527 | – | 0.06% | – |
Download | ||||||
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% |