VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 898 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,332,000 | -7.4% | 5,655 | 0.0% | 0.87% | +7.3% |
| Q1 2022 | $1,439,000 | -2.6% | 5,655 | +2.0% | 0.81% | +0.2% |
| Q4 2021 | $1,477,000 | +11.0% | 5,545 | +3.0% | 0.81% | +0.1% |
| Q3 2021 | $1,331,000 | +2.9% | 5,385 | +2.9% | 0.81% | +2.9% |
| Q2 2021 | $1,294,000 | +8.0% | 5,235 | 0.0% | 0.79% | -0.5% |
| Q1 2021 | $1,198,000 | +2.3% | 5,235 | 0.0% | 0.79% | -8.3% |
| Q4 2020 | $1,171,000 | +9.6% | 5,235 | 0.0% | 0.86% | -4.2% |
| Q3 2020 | $1,068,000 | +8.0% | 5,235 | +1.9% | 0.90% | -2.3% |
| Q2 2020 | $989,000 | +15.9% | 5,135 | 0.0% | 0.92% | -8.3% |
| Q1 2020 | $853,000 | -17.6% | 5,135 | -5.5% | 1.00% | +12.5% |
| Q4 2019 | $1,035,000 | – | 5,435 | – | 0.89% | – |
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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% |