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 | $435,875 | -4.0% | 1,854 | -0.1% | 0.15% | 0.0% |
| Q2 2023 | $454,141 | +1.9% | 1,855 | -0.7% | 0.15% | -3.9% |
| Q1 2023 | $445,682 | +18.4% | 1,869 | +23.2% | 0.15% | +13.4% |
| Q4 2022 | $376,292 | +11.3% | 1,517 | +0.3% | 0.13% | +4.7% |
| Q3 2022 | $338,000 | -4.5% | 1,512 | +0.7% | 0.13% | +8.5% |
| Q2 2022 | $354,000 | -6.3% | 1,502 | +1.0% | 0.12% | +16.8% |
| Q1 2022 | $378,000 | -4.8% | 1,487 | -0.2% | 0.10% | +27.8% |
| Q4 2021 | $397,000 | +6.1% | 1,490 | -1.7% | 0.08% | +12.9% |
| Q3 2021 | $374,000 | +1.9% | 1,515 | +1.9% | 0.07% | +18.6% |
| Q2 2021 | $367,000 | +18.8% | 1,487 | +10.1% | 0.06% | +28.3% |
| Q1 2021 | $309,000 | +14.4% | 1,351 | +12.0% | 0.05% | -44.6% |
| Q4 2020 | $270,000 | – | 1,206 | – | 0.08% | – |
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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% |