VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $267,093 | -3.9% | 1,136 | +0.1% | 0.08% | -1.2% |
| Q2 2023 | $277,861 | +2.6% | 1,135 | -0.1% | 0.08% | -3.5% |
| Q1 2023 | $270,806 | -3.7% | 1,136 | +0.2% | 0.08% | -20.6% |
| Q4 2022 | $281,219 | +10.7% | 1,134 | 0.0% | 0.11% | +2.9% |
| Q3 2022 | $254,000 | -5.2% | 1,134 | -0.2% | 0.10% | -8.8% |
| Q2 2022 | $268,000 | -7.3% | 1,136 | +0.2% | 0.11% | +14.0% |
| Q1 2022 | $289,000 | +18.9% | 1,134 | +24.5% | 0.10% | +17.6% |
| Q4 2021 | $243,000 | +8.0% | 911 | +0.2% | 0.08% | -5.6% |
| Q3 2021 | $225,000 | 0.0% | 909 | 0.0% | 0.09% | -5.3% |
| Q2 2021 | $225,000 | +8.2% | 909 | +0.1% | 0.10% | -5.9% |
| Q1 2021 | $208,000 | +2.5% | 908 | +0.1% | 0.10% | -17.2% |
| Q4 2020 | $203,000 | +35.3% | 907 | +0.6% | 0.12% | +10.9% |
| Q1 2020 | $150,000 | -13.3% | 902 | +0.1% | 0.11% | -13.4% |
| Q4 2019 | $173,000 | – | 901 | – | 0.13% | – |
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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% |