VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 916 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $74,292 | -4.0% | 316 | 0.0% | 0.02% | -3.8% |
| Q2 2023 | $77,363 | +95.4% | 316 | +90.4% | 0.03% | +85.7% |
| Q1 2023 | $39,584 | +6.6% | 166 | 0.0% | 0.01% | -22.2% |
| Q4 2022 | $37,134 | +0.4% | 166 | 0.0% | 0.02% | +5.9% |
| Q3 2022 | $37,000 | +37.0% | 166 | +48.2% | 0.02% | +13.3% |
| Q2 2022 | $27,000 | +107.7% | 112 | +124.0% | 0.02% | +150.0% |
| Q1 2022 | $13,000 | 0.0% | 50 | 0.0% | 0.01% | -14.3% |
| Q4 2021 | $13,000 | +8.3% | 50 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $12,000 | -7.7% | 50 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $13,000 | +18.2% | 50 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $11,000 | 0.0% | 50 | 0.0% | 0.01% | -12.5% |
| Q4 2020 | $11,000 | +37.5% | 50 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $8,000 | – | 50 | – | 0.01% | – |
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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% |