VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 762 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $18,153,062 | +6.5% | 72,410 | -0.1% | 3.90% | -1.1% |
| Q3 2023 | $17,042,924 | -3.6% | 72,492 | +0.4% | 3.94% | +0.1% |
| Q2 2023 | $17,674,290 | +0.6% | 72,193 | +2.0% | 3.94% | -6.7% |
| Q4 2022 | $17,564,421 | -99.9% | 70,810 | -5.5% | 4.22% | -3.4% |
| Q3 2022 | $16,759,604,000 | -7.9% | 74,920 | -1.8% | 4.37% | -2.4% |
| Q2 2022 | $18,200,174,000 | -3.6% | 76,311 | +2.8% | 4.48% | +2.0% |
| Q1 2022 | $18,880,592,000 | +1.8% | 74,222 | +6.6% | 4.39% | +4.5% |
| Q4 2021 | $18,544,697,000 | +9.9% | 69,607 | +1.9% | 4.20% | +3.0% |
| Q3 2021 | $16,878,804,000 | -12.8% | 68,291 | -12.0% | 4.08% | -12.2% |
| Q2 2021 | $19,358,649,000 | +9.0% | 77,624 | -0.1% | 4.64% | +2.2% |
| Q1 2021 | $17,762,036,000 | +5.0% | 77,689 | +2.7% | 4.54% | +1.8% |
| Q4 2020 | $16,924,056,000 | +37.8% | 75,645 | +25.6% | 4.46% | +19.7% |
| Q3 2020 | $12,281,820,000 | +128.8% | 60,205 | +116.1% | 3.73% | +116.4% |
| Q2 2020 | $5,368,385,000 | +35.4% | 27,866 | +12.1% | 1.72% | +12.8% |
| Q1 2020 | $3,966,131,000 | -2.2% | 24,852 | +15.7% | 1.53% | +23.0% |
| Q4 2019 | $4,053,465,000 | – | 21,481 | – | 1.24% | – |
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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% |