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 | $842 | -4.0% | 3,582 | 0.0% | 0.35% | -45.3% |
| Q2 2023 | $877 | -1.3% | 3,582 | 0.0% | 0.64% | +72.0% |
| Q4 2022 | $889 | -99.9% | 3,582 | 0.0% | 0.37% | -1.3% |
| Q3 2022 | $801,000 | -5.1% | 3,582 | 0.0% | 0.38% | +0.5% |
| Q2 2022 | $844,000 | -7.4% | 3,582 | 0.0% | 0.38% | -0.5% |
| Q1 2022 | $911,000 | -4.5% | 3,582 | 0.0% | 0.38% | +10.2% |
| Q4 2021 | $954,000 | +7.8% | 3,582 | 0.0% | 0.34% | -9.0% |
| Q3 2021 | $885,000 | +0.5% | 3,582 | +0.5% | 0.38% | -19.7% |
| Q2 2021 | $881,000 | +8.9% | 3,565 | +0.8% | 0.47% | +21.9% |
| Q1 2021 | $809,000 | +2.3% | 3,536 | 0.0% | 0.38% | -6.6% |
| Q4 2020 | $791,000 | +9.7% | 3,536 | 0.0% | 0.41% | +0.7% |
| Q3 2020 | $721,000 | +6.5% | 3,536 | +0.6% | 0.41% | +0.5% |
| Q2 2020 | $677,000 | +15.9% | 3,516 | 0.0% | 0.41% | -0.7% |
| Q1 2020 | $584,000 | -13.4% | 3,516 | 0.0% | 0.41% | -8.9% |
| Q4 2019 | $674,000 | – | 3,516 | – | 0.45% | – |
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% |