VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 893 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $452,568 | -9.2% | 1,925 | -5.4% | 0.32% | -0.3% |
| Q2 2023 | $498,209 | -1.0% | 2,035 | -3.6% | 0.32% | -9.5% |
| Q1 2023 | $503,151 | +82.7% | 2,110 | +90.1% | 0.36% | +57.3% |
| Q4 2022 | $275,336 | +9.7% | 1,110 | -0.9% | 0.23% | -2.6% |
| Q3 2022 | $251,000 | -4.9% | 1,120 | 0.0% | 0.23% | +5.4% |
| Q2 2022 | $264,000 | -7.4% | 1,120 | 0.0% | 0.22% | +15.7% |
| Q1 2022 | $285,000 | -4.4% | 1,120 | 0.0% | 0.19% | -7.3% |
| Q4 2021 | $298,000 | +1.4% | 1,120 | -5.9% | 0.21% | -3.7% |
| Q3 2021 | $294,000 | -18.3% | 1,190 | -18.2% | 0.21% | -19.2% |
| Q2 2021 | $360,000 | -6.2% | 1,455 | -13.4% | 0.26% | -14.2% |
| Q1 2021 | $384,000 | +1.1% | 1,680 | -1.2% | 0.31% | -6.1% |
| Q4 2020 | $380,000 | -9.1% | 1,700 | -17.1% | 0.33% | -21.5% |
| Q3 2020 | $418,000 | – | 2,050 | – | 0.42% | – |
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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% |