VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $684,995 | -4.1% | 2,915 | 0.0% | 0.04% | -6.4% |
Q2 2023 | $713,985 | +2.8% | 2,915 | 0.0% | 0.05% | -7.8% |
Q1 2023 | $694,819 | -4.0% | 2,915 | 0.0% | 0.05% | -7.3% |
Q4 2022 | $723,430 | -14.0% | 2,915 | -22.6% | 0.06% | -24.7% |
Q3 2022 | $841,000 | +57.5% | 3,765 | +66.2% | 0.07% | +62.2% |
Q2 2022 | $534,000 | -7.5% | 2,265 | 0.0% | 0.04% | +9.8% |
Q1 2022 | $577,000 | -4.5% | 2,265 | 0.0% | 0.04% | 0.0% |
Q4 2021 | $604,000 | +7.9% | 2,265 | 0.0% | 0.04% | -2.4% |
Q3 2021 | $560,000 | +74.5% | 2,265 | +74.2% | 0.04% | +68.0% |
Q2 2021 | $321,000 | +8.1% | 1,300 | 0.0% | 0.02% | -7.4% |
Q1 2021 | $297,000 | +2.1% | 1,300 | 0.0% | 0.03% | -18.2% |
Q4 2020 | $291,000 | +9.8% | 1,300 | 0.0% | 0.03% | -10.8% |
Q3 2020 | $265,000 | +5.6% | 1,300 | 0.0% | 0.04% | -5.1% |
Q2 2020 | $251,000 | – | 1,300 | – | 0.04% | – |
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% |