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. | 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% |