VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 762 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,280,015 | +2.1% | 13,952 | +6.3% | 2.18% | -0.4% |
| Q2 2023 | $3,213,150 | +1.9% | 13,125 | -0.7% | 2.19% | -5.8% |
| Q1 2023 | $3,153,091 | -1.7% | 13,223 | +2.2% | 2.33% | -5.4% |
| Q4 2022 | $3,209,000 | +21.6% | 12,938 | +9.7% | 2.46% | +13.7% |
| Q3 2022 | $2,640,000 | -4.6% | 11,799 | +0.4% | 2.16% | -1.0% |
| Q2 2022 | $2,768,000 | -4.7% | 11,753 | +2.9% | 2.18% | +9.3% |
| Q1 2022 | $2,905,000 | -2.4% | 11,420 | +2.2% | 2.00% | +5.9% |
| Q4 2021 | $2,977,000 | +55.2% | 11,173 | +44.0% | 1.89% | +40.8% |
| Q3 2021 | $1,918,000 | +5.5% | 7,761 | +5.5% | 1.34% | +6.8% |
| Q2 2021 | $1,818,000 | +20.6% | 7,355 | +11.5% | 1.26% | +16.2% |
| Q1 2021 | $1,508,000 | +22.4% | 6,594 | +19.8% | 1.08% | +11.4% |
| Q4 2020 | $1,232,000 | +70.2% | 5,506 | +55.2% | 0.97% | +52.8% |
| Q3 2020 | $724,000 | +27.5% | 3,548 | +20.4% | 0.64% | +20.0% |
| Q2 2020 | $568,000 | – | 2,948 | – | 0.53% | – |
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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% |