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 | $516,494 | -14.3% | 2,303 | -6.1% | 0.20% | -16.5% |
| Q1 2023 | $602,554 | -87.9% | 2,452 | -92.5% | 0.24% | -89.0% |
| Q4 2022 | $4,999,130 | +866.9% | 32,685 | +1313.1% | 2.15% | +774.0% |
| Q3 2022 | $517,000 | -2.8% | 2,313 | +2.3% | 0.25% | -21.4% |
| Q2 2022 | $532,000 | -13.4% | 2,260 | -6.3% | 0.31% | +15.1% |
| Q1 2022 | $614,000 | +18.3% | 2,412 | +23.8% | 0.27% | +12.9% |
| Q4 2021 | $519,000 | +10.4% | 1,948 | +2.6% | 0.24% | +2.6% |
| Q3 2021 | $470,000 | +1282.4% | 1,899 | +849.5% | 0.24% | +634.4% |
| Q1 2019 | $34,000 | +6.2% | 200 | 0.0% | 0.03% | -20.0% |
| Q4 2018 | $32,000 | – | 200 | – | 0.04% | – |
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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% |