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 2022 | $600,000 | -4.9% | 2,680 | 0.0% | 0.05% | -10.9% |
Q2 2022 | $631,000 | -7.5% | 2,680 | 0.0% | 0.06% | +17.0% |
Q1 2022 | $682,000 | -4.5% | 2,680 | 0.0% | 0.05% | -7.8% |
Q4 2021 | $714,000 | +7.9% | 2,680 | 0.0% | 0.05% | -3.8% |
Q3 2021 | $662,000 | 0.0% | 2,680 | 0.0% | 0.05% | 0.0% |
Q2 2021 | $662,000 | +8.0% | 2,680 | 0.0% | 0.05% | +3.9% |
Q1 2021 | $613,000 | +2.2% | 2,680 | 0.0% | 0.05% | 0.0% |
Q4 2020 | $600,000 | +2.7% | 2,680 | -6.5% | 0.05% | -12.1% |
Q3 2020 | $584,000 | +5.8% | 2,865 | +0.0% | 0.06% | 0.0% |
Q2 2020 | $552,000 | +16.0% | 2,864 | +0.0% | 0.06% | +1.8% |
Q1 2020 | $476,000 | -13.3% | 2,863 | 0.0% | 0.06% | +7.5% |
Q4 2019 | $549,000 | +14.4% | 2,863 | +0.0% | 0.05% | +8.2% |
Q3 2019 | $480,000 | -23.0% | 2,862 | -20.1% | 0.05% | -18.3% |
Q2 2019 | $623,000 | +0.8% | 3,582 | +0.1% | 0.06% | -1.6% |
Q1 2019 | $618,000 | +7.5% | 3,580 | +0.0% | 0.06% | -1.6% |
Q4 2018 | $575,000 | – | 3,579 | – | 0.06% | – |
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% |