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 | $5,635,618 | -6.6% | 23,971 | -2.8% | 2.75% | +0.8% |
| Q2 2023 | $6,036,012 | +4.7% | 24,655 | +2.0% | 2.73% | +1.3% |
| Q1 2023 | $5,762,923 | +144697.1% | 24,167 | +50.6% | 2.69% | +33.3% |
| Q4 2022 | $3,980 | -99.9% | 16,046 | +0.9% | 2.02% | +8.4% |
| Q3 2022 | $3,559,000 | +356.3% | 15,908 | +380.3% | 1.86% | +372.6% |
| Q2 2022 | $780,000 | -23.7% | 3,312 | -17.6% | 0.39% | -11.1% |
| Q1 2022 | $1,022,000 | +146.3% | 4,018 | +157.9% | 0.44% | +151.7% |
| Q4 2021 | $415,000 | -7.2% | 1,558 | -13.9% | 0.18% | -65.7% |
| Q3 2021 | $447,000 | -21.2% | 1,810 | -27.0% | 0.51% | +95.1% |
| Q1 2021 | $567,000 | -66.4% | 2,479 | -67.1% | 0.26% | -70.3% |
| Q4 2020 | $1,688,000 | -2.3% | 7,545 | -11.0% | 0.89% | -4.6% |
| Q3 2020 | $1,728,000 | -46.2% | 8,473 | -49.2% | 0.93% | -51.6% |
| Q2 2020 | $3,212,000 | -15.5% | 16,671 | -27.1% | 1.92% | -29.0% |
| Q1 2020 | $3,800,000 | +13.6% | 22,876 | +31.1% | 2.70% | +35.7% |
| Q4 2019 | $3,345,000 | – | 17,443 | – | 1.99% | – |
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% |