VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 876 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $381,940 | -22.2% | 1,625 | -19.0% | 0.05% | -24.3% |
| Q2 2023 | $490,771 | -20.8% | 2,005 | -22.9% | 0.07% | -27.8% |
| Q1 2023 | $619,904 | -10.1% | 2,600 | -6.4% | 0.10% | -24.8% |
| Q4 2022 | $689,329 | -13.1% | 2,779 | -21.6% | 0.13% | -13.4% |
| Q3 2022 | $793,000 | -16.0% | 3,545 | -11.8% | 0.15% | -19.5% |
| Q2 2022 | $944,000 | -4.6% | 4,017 | -3.0% | 0.18% | +20.1% |
| Q1 2022 | $989,000 | +601.4% | 4,140 | +387.6% | 0.15% | +250.0% |
| Q1 2020 | $141,000 | -15.6% | 849 | -2.7% | 0.04% | -20.0% |
| Q4 2019 | $167,000 | – | 873 | – | 0.06% | – |
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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% |