VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 728 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 1.03 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,508,988 | -4.6% | 53,207 | -0.7% | 0.22% | -1.8% |
| Q2 2023 | $13,112,056 | +97518.0% | 53,558 | -4.9% | 0.22% | -18.8% |
| Q1 2023 | $13,432 | +211.1% | 56,327 | +223.6% | 0.28% | +136.8% |
| Q4 2022 | $4,318 | -99.9% | 17,408 | +14.4% | 0.12% | +7.3% |
| Q3 2022 | $3,403,000 | +18.6% | 15,213 | +24.8% | 0.11% | +22.5% |
| Q2 2022 | $2,870,000 | +615.7% | 12,186 | +672.7% | 0.09% | +641.7% |
| Q1 2022 | $401,000 | -3.4% | 1,577 | +1.2% | 0.01% | 0.0% |
| Q4 2021 | $415,000 | +11.9% | 1,559 | +3.8% | 0.01% | 0.0% |
| Q3 2021 | $371,000 | +18.5% | 1,502 | +18.7% | 0.01% | +9.1% |
| Q2 2021 | $313,000 | +44.9% | 1,265 | +12.1% | 0.01% | -38.9% |
| Q4 2019 | $216,000 | – | 1,128 | – | 0.02% | – |
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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% |