VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 916 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,383,821 | +8.0% | 10,138 | +12.4% | 0.03% | -16.7% |
| Q2 2023 | $2,207,748 | -5.1% | 9,018 | -7.6% | 0.04% | -10.0% |
| Q1 2023 | $2,327,571 | -1.7% | 9,761 | +2.2% | 0.04% | -13.0% |
| Q4 2022 | $2,368,865 | +14.9% | 9,549 | +3.5% | 0.05% | 0.0% |
| Q3 2022 | $2,061,000 | +5.9% | 9,223 | +11.5% | 0.05% | +12.2% |
| Q2 2022 | $1,947,000 | -5.9% | 8,270 | +1.7% | 0.04% | +46.4% |
| Q1 2022 | $2,068,000 | +243.0% | 8,128 | +259.2% | 0.03% | +75.0% |
| Q4 2021 | $603,000 | +21.1% | 2,263 | +12.4% | 0.02% | +33.3% |
| Q3 2021 | $498,000 | +18.0% | 2,014 | +17.8% | 0.01% | -20.0% |
| Q2 2021 | $422,000 | +23.8% | 1,709 | +14.8% | 0.02% | -28.6% |
| Q1 2021 | $341,000 | -5.5% | 1,489 | -7.7% | 0.02% | -16.0% |
| Q4 2020 | $361,000 | -89.5% | 1,613 | -90.4% | 0.02% | -92.5% |
| Q3 2020 | $3,430,000 | – | 16,814 | – | 0.33% | – |
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% |