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 | $1,673,912 | -4.0% | 7,120 | 0.0% | 0.72% | -1.1% |
| Q2 2023 | $1,743,118 | +10.8% | 7,120 | +7.9% | 0.73% | +2.1% |
| Q1 2023 | $1,573,836 | -2.4% | 6,600 | +1.5% | 0.72% | -11.5% |
| Q4 2022 | $1,612,821 | +15.2% | 6,502 | +3.9% | 0.81% | +6.2% |
| Q3 2022 | $1,400,000 | -4.2% | 6,257 | +0.8% | 0.76% | +3.5% |
| Q2 2022 | $1,462,000 | -6.9% | 6,207 | +0.6% | 0.74% | +11.3% |
| Q1 2022 | $1,570,000 | +2.3% | 6,172 | +7.2% | 0.66% | +5.9% |
| Q4 2021 | $1,535,000 | +7.6% | 5,760 | -0.2% | 0.63% | -0.3% |
| Q3 2021 | $1,426,000 | +0.7% | 5,770 | +0.7% | 0.63% | +0.5% |
| Q2 2021 | $1,416,000 | +15.9% | 5,730 | +7.2% | 0.62% | +19.3% |
| Q1 2021 | $1,222,000 | +27.6% | 5,343 | +24.7% | 0.52% | +21.3% |
| Q4 2020 | $958,000 | +34.2% | 4,283 | +22.4% | 0.43% | +33.7% |
| Q3 2020 | $714,000 | +10.7% | 3,500 | +4.5% | 0.32% | +0.3% |
| Q2 2020 | $645,000 | +18.3% | 3,350 | +2.1% | 0.32% | -2.1% |
| Q1 2020 | $545,000 | -23.8% | 3,280 | -11.9% | 0.33% | +13.1% |
| Q4 2019 | $715,000 | +5.1% | 3,725 | 0.0% | 0.29% | +0.3% |
| Q3 2019 | $680,000 | +20.1% | 3,725 | +14.7% | 0.29% | +13.7% |
| Q2 2019 | $566,000 | +15.7% | 3,247 | +12.7% | 0.26% | +10.4% |
| Q1 2019 | $489,000 | – | 2,880 | – | 0.23% | – |
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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% |