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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,244,479 | -1.8% | 39,321 | +2.2% | 5.24% | -0.9% |
| Q2 2023 | $9,417,853 | -6.2% | 38,468 | -8.6% | 5.28% | -2.6% |
| Q1 2023 | $10,041,508 | -2.0% | 42,109 | +1.9% | 5.43% | -7.6% |
| Q4 2022 | $10,249,497 | +11.6% | 41,320 | +0.7% | 5.88% | +2.2% |
| Q3 2022 | $9,182,000 | -3.4% | 41,045 | +1.7% | 5.75% | -2.5% |
| Q2 2022 | $9,509,000 | -0.5% | 40,376 | +7.5% | 5.89% | +5.0% |
| Q1 2022 | $9,553,000 | -2.4% | 37,555 | +2.3% | 5.61% | +0.5% |
| Q4 2021 | $9,783,000 | +10.5% | 36,720 | +2.5% | 5.59% | +2.3% |
| Q3 2021 | $8,855,000 | +0.9% | 35,826 | +0.9% | 5.46% | -0.3% |
| Q2 2021 | $8,773,000 | +11.2% | 35,501 | +2.9% | 5.48% | +3.2% |
| Q1 2021 | $7,889,000 | +16.9% | 34,485 | +14.3% | 5.30% | +3.6% |
| Q4 2020 | $6,749,000 | +6.6% | 30,167 | -2.8% | 5.12% | +2.8% |
| Q3 2020 | $6,332,000 | +11.6% | 31,037 | +5.3% | 4.98% | -0.1% |
| Q2 2020 | $5,676,000 | +16.2% | 29,462 | +0.2% | 4.99% | -0.6% |
| Q1 2020 | $4,885,000 | -9.1% | 29,411 | +5.0% | 5.02% | -2.7% |
| Q4 2019 | $5,373,000 | – | 28,020 | – | 5.16% | – |
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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% |