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 | $5,927,576 | -10.6% | 25,213 | -6.9% | 1.66% | -9.9% |
| Q2 2023 | $6,628,746 | -2.2% | 27,076 | -4.7% | 1.85% | -6.6% |
| Q1 2023 | $6,776,795 | -1.5% | 28,419 | +2.5% | 1.98% | -9.6% |
| Q4 2022 | $6,877,682 | +10.2% | 27,727 | -0.6% | 2.19% | -12.8% |
| Q3 2022 | $6,242,000 | -2.5% | 27,902 | +2.6% | 2.51% | +2.4% |
| Q2 2022 | $6,405,000 | -6.4% | 27,199 | +1.1% | 2.45% | +18.0% |
| Q1 2022 | $6,841,000 | +1.1% | 26,894 | +5.9% | 2.08% | +9.5% |
| Q4 2021 | $6,766,000 | +58.0% | 25,396 | +46.6% | 1.90% | +45.5% |
| Q3 2021 | $4,283,000 | +0.0% | 17,328 | 0.0% | 1.30% | +2.9% |
| Q2 2021 | $4,282,000 | +8.4% | 17,328 | +0.3% | 1.26% | -2.5% |
| Q1 2021 | $3,952,000 | +1.2% | 17,278 | -1.0% | 1.30% | -15.9% |
| Q4 2020 | $3,905,000 | +1.0% | 17,453 | -7.9% | 1.54% | -17.4% |
| Q3 2020 | $3,866,000 | +4.4% | 18,953 | -1.4% | 1.87% | -4.5% |
| Q2 2020 | $3,704,000 | +24.2% | 19,228 | +7.1% | 1.96% | -8.7% |
| Q1 2020 | $2,982,000 | +0.3% | 17,953 | +16.9% | 2.14% | +26.5% |
| Q4 2019 | $2,973,000 | +16.3% | 15,353 | +0.7% | 1.69% | +5.5% |
| Q3 2019 | $2,557,000 | -3.4% | 15,250 | +0.2% | 1.60% | -5.6% |
| Q2 2019 | $2,648,000 | +20.6% | 15,225 | +19.6% | 1.70% | +17.2% |
| Q1 2019 | $2,195,000 | – | 12,725 | – | 1.45% | – |
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% |