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 | $864,025 | -7.1% | 3,688 | -3.7% | 0.39% | -5.1% |
| Q2 2023 | $929,936 | -4.5% | 3,828 | -6.2% | 0.41% | -12.4% |
| Q1 2023 | $973,394 | +17.2% | 4,082 | +21.2% | 0.47% | +4.7% |
| Q4 2022 | $830,459 | +10.1% | 3,369 | 0.0% | 0.45% | -0.4% |
| Q3 2022 | $754,000 | +9.9% | 3,369 | +18.8% | 0.45% | +17.5% |
| Q2 2022 | $686,000 | +0.3% | 2,835 | +9.2% | 0.38% | +12.0% |
| Q1 2022 | $684,000 | +3.2% | 2,595 | +4.3% | 0.34% | -3.1% |
| Q4 2021 | $663,000 | +13.5% | 2,488 | +5.5% | 0.35% | +1.4% |
| Q3 2021 | $584,000 | +4.7% | 2,358 | +6.1% | 0.35% | +3.6% |
| Q2 2021 | $558,000 | +9.8% | 2,223 | -0.0% | 0.34% | -2.0% |
| Q1 2021 | $508,000 | +5.0% | 2,224 | +2.8% | 0.34% | -5.3% |
| Q4 2020 | $484,000 | +17.5% | 2,164 | +6.9% | 0.36% | +8.1% |
| Q3 2020 | $412,000 | +36.0% | 2,024 | +28.6% | 0.33% | +21.0% |
| Q2 2020 | $303,000 | +13.5% | 1,574 | -2.1% | 0.28% | -5.2% |
| Q1 2020 | $267,000 | +11.2% | 1,608 | +28.3% | 0.29% | +31.1% |
| Q4 2019 | $240,000 | – | 1,253 | – | 0.22% | – |
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% |