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 | $239,567 | +2.3% | 1,019 | +6.5% | 0.11% | +1.8% |
| Q2 2023 | $234,293 | +2.1% | 957 | -0.5% | 0.11% | +0.9% |
| Q1 2023 | $229,399 | -2.7% | 962 | +1.3% | 0.11% | -1.8% |
| Q4 2022 | $235,648 | +13.8% | 950 | +2.5% | 0.11% | +0.9% |
| Q3 2022 | $207,000 | -5.0% | 927 | 0.0% | 0.11% | -2.7% |
| Q2 2022 | $218,000 | -7.6% | 927 | 0.0% | 0.11% | +2.7% |
| Q1 2022 | $236,000 | -7.1% | 927 | -2.6% | 0.11% | -8.3% |
| Q4 2021 | $254,000 | +7.2% | 952 | -0.5% | 0.12% | +0.8% |
| Q3 2021 | $237,000 | 0.0% | 957 | 0.0% | 0.12% | -0.8% |
| Q2 2021 | $237,000 | +3.9% | 957 | -4.0% | 0.12% | -7.0% |
| Q1 2021 | $228,000 | -13.3% | 997 | -27.1% | 0.13% | -27.5% |
| Q2 2020 | $263,000 | +6.5% | 1,368 | -8.1% | 0.18% | -5.8% |
| Q1 2020 | $247,000 | -13.3% | 1,489 | 0.0% | 0.19% | -25.3% |
| Q4 2019 | $285,000 | – | 1,489 | – | 0.25% | – |
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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% |