VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 762 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $501,598 | -41.4% | 6,245 | +78.7% | 0.26% | -39.1% |
| Q2 2023 | $855,401 | -10.9% | 3,494 | -13.3% | 0.42% | -17.6% |
| Q1 2023 | $960,517 | -31.1% | 4,028 | -28.3% | 0.52% | -36.7% |
| Q4 2022 | $1,394,289 | +6.3% | 5,621 | -4.2% | 0.82% | -1.2% |
| Q3 2022 | $1,312,000 | -11.6% | 5,865 | -6.9% | 0.82% | +7.8% |
| Q2 2022 | $1,484,000 | -13.6% | 6,300 | -6.0% | 0.76% | -1.8% |
| Q1 2022 | $1,718,000 | +0.1% | 6,704 | +4.1% | 0.78% | +15.6% |
| Q4 2021 | $1,716,000 | +5.3% | 6,441 | -2.3% | 0.67% | -3.6% |
| Q3 2021 | $1,630,000 | -2.1% | 6,595 | -2.1% | 0.70% | -5.4% |
| Q2 2021 | $1,665,000 | +6.9% | 6,737 | -1.1% | 0.74% | -4.5% |
| Q1 2021 | $1,558,000 | +13.8% | 6,812 | +11.3% | 0.77% | +1.8% |
| Q4 2020 | $1,369,000 | +9.7% | 6,120 | 0.0% | 0.76% | -9.7% |
| Q3 2020 | $1,248,000 | +5.9% | 6,120 | 0.0% | 0.84% | -28.9% |
| Q2 2020 | $1,179,000 | +28.0% | 6,120 | +10.4% | 1.18% | +18.4% |
| Q1 2020 | $921,000 | -7.1% | 5,545 | +7.3% | 1.00% | +14.3% |
| Q4 2019 | $991,000 | +15.6% | 5,170 | +1.2% | 0.88% | +2.2% |
| Q3 2019 | $857,000 | +18.0% | 5,110 | +22.4% | 0.86% | +12.3% |
| Q2 2019 | $726,000 | +4.9% | 4,175 | +4.1% | 0.76% | +2.3% |
| Q1 2019 | $692,000 | +10.9% | 4,010 | +3.2% | 0.75% | -3.6% |
| Q4 2018 | $624,000 | – | 3,885 | – | 0.77% | – |
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% |