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 | $176,710 | -31.7% | 783 | -25.6% | 0.04% | -13.7% |
| Q2 2023 | $258,771 | +3.0% | 1,053 | 0.0% | 0.05% | -3.8% |
| Q1 2023 | $251,148 | -8.0% | 1,053 | -4.3% | 0.05% | -14.5% |
| Q4 2022 | $272,916 | -12.0% | 1,100 | -20.4% | 0.06% | -20.5% |
| Q3 2022 | $310,000 | -4.6% | 1,382 | 0.0% | 0.08% | -3.7% |
| Q2 2022 | $325,000 | -14.5% | 1,382 | -7.5% | 0.08% | -3.6% |
| Q1 2022 | $380,000 | +56.4% | 1,494 | +63.8% | 0.08% | +58.5% |
| Q4 2021 | $243,000 | -8.3% | 912 | -14.8% | 0.05% | -14.5% |
| Q3 2021 | $265,000 | +0.4% | 1,071 | +0.1% | 0.06% | +6.9% |
| Q2 2021 | $264,000 | +8.2% | 1,070 | +0.2% | 0.06% | -1.7% |
| Q1 2021 | $244,000 | -13.8% | 1,068 | -15.5% | 0.06% | -22.4% |
| Q4 2020 | $283,000 | -85.2% | 1,264 | -86.5% | 0.08% | -88.2% |
| Q3 2020 | $1,913,000 | +6.2% | 9,377 | +0.3% | 0.64% | -9.2% |
| Q2 2020 | $1,801,000 | +1025.6% | 9,350 | +869.9% | 0.71% | +714.9% |
| Q1 2020 | $160,000 | +122.2% | 964 | +155.7% | 0.09% | +16.0% |
| Q4 2019 | $72,000 | – | 377 | – | 0.08% | – |
Download | ||||||
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% |