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 | $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. | 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% |