VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.75 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,756,667 | -5.6% | 7,472 | -1.7% | 0.18% | -7.6% |
| Q2 2023 | $1,861,611 | +2.6% | 7,604 | -0.1% | 0.20% | -8.3% |
| Q1 2023 | $1,814,204 | -3.9% | 7,608 | -0.1% | 0.22% | -9.6% |
| Q4 2022 | $1,888,653 | +152.8% | 7,614 | +128.1% | 0.24% | +113.4% |
| Q3 2022 | $747,000 | -4.4% | 3,338 | +0.7% | 0.11% | -7.4% |
| Q2 2022 | $781,000 | +8.8% | 3,315 | +17.5% | 0.12% | +16.3% |
| Q1 2022 | $718,000 | -3.5% | 2,821 | +1.0% | 0.10% | -1.0% |
| Q4 2021 | $744,000 | +8.6% | 2,794 | +0.8% | 0.10% | -1.9% |
| Q3 2021 | $685,000 | +0.1% | 2,772 | +0.2% | 0.11% | 0.0% |
| Q2 2021 | $684,000 | +8.1% | 2,767 | 0.0% | 0.11% | 0.0% |
| Q1 2021 | $633,000 | +1.4% | 2,767 | -0.7% | 0.11% | -7.8% |
| Q4 2020 | $624,000 | +11.2% | 2,787 | +1.3% | 0.12% | -0.9% |
| Q3 2020 | $561,000 | +6.9% | 2,750 | +1.0% | 0.12% | +3.5% |
| Q2 2020 | $525,000 | +17.7% | 2,723 | +1.5% | 0.11% | -1.7% |
| Q1 2020 | $446,000 | – | 2,683 | – | 0.12% | – |
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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% |