VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 826 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.39 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,208,858 | -5.0% | 9,395 | -1.1% | 0.09% | -5.2% |
| Q2 2023 | $2,325,417 | +3.6% | 9,499 | +0.9% | 0.10% | -7.6% |
| Q1 2023 | $2,245,687 | -1.0% | 9,418 | +3.0% | 0.10% | -9.5% |
| Q4 2022 | $2,267,541 | +446.4% | 9,142 | +392.8% | 0.12% | +404.3% |
| Q3 2022 | $415,000 | +2.0% | 1,855 | +7.4% | 0.02% | +4.5% |
| Q2 2022 | $407,000 | +50.7% | 1,727 | +62.8% | 0.02% | +37.5% |
| Q1 2022 | $270,000 | -4.6% | 1,061 | 0.0% | 0.02% | -5.9% |
| Q4 2021 | $283,000 | +8.8% | 1,061 | +1.0% | 0.02% | -5.6% |
| Q3 2021 | $260,000 | +0.4% | 1,050 | 0.0% | 0.02% | -5.3% |
| Q2 2021 | $259,000 | – | 1,050 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wechter Feldman Wealth Management, Inc. | 104,281 | $20,090,000 | 18.21% |
| Allied Investment Advisors, LLC | 95,358 | $18,371,000 | 10.58% |
| CABANA LLC | 528,624 | $101,839,000 | 9.35% |
| Tatro Capital, LLC | 30,973 | $5,967,000 | 8.56% |
| Foundations Investment Advisors, LLC | 449,483 | $87,941,000 | 7.78% |
| Beacon Capital Management, Inc. | 715,314 | $137,805,000 | 7.04% |
| Capital Advantage, Inc. | 100,673 | $19,395,000 | 6.89% |
| Essex Private Wealth Management, LLC | 30,512 | $5,878,000 | 6.82% |
| Madden Advisory Services, Inc. | 26,877 | $5,177,000 | 5.37% |
| Morningstar Investment Management LLC | 191,895 | $36,969,000 | 5.10% |