VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.75 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,128,937 | -5.1% | 30,323 | -1.1% | 2.27% | -2.3% |
| Q2 2023 | $7,508,139 | +3.5% | 30,668 | +0.9% | 2.32% | -1.6% |
| Q1 2023 | $7,251,091 | -0.6% | 30,408 | +3.4% | 2.36% | -10.3% |
| Q4 2022 | $7,294,902 | +17.5% | 29,409 | +6.0% | 2.63% | +12.9% |
| Q3 2022 | $6,208,000 | -5.5% | 27,752 | -0.5% | 2.33% | -3.5% |
| Q2 2022 | $6,570,000 | -5.2% | 27,901 | +2.4% | 2.41% | +2.2% |
| Q1 2022 | $6,928,000 | -2.5% | 27,238 | +2.1% | 2.36% | +2.3% |
| Q4 2021 | $7,109,000 | +12.6% | 26,685 | +4.5% | 2.31% | +7.9% |
| Q3 2021 | $6,314,000 | -0.4% | 25,545 | -0.5% | 2.14% | +1.0% |
| Q2 2021 | $6,342,000 | +23.6% | 25,665 | +14.4% | 2.12% | +17.1% |
| Q1 2021 | $5,133,000 | +5.7% | 22,443 | +3.4% | 1.81% | -2.4% |
| Q4 2020 | $4,855,000 | -17.6% | 21,702 | -24.9% | 1.85% | -28.7% |
| Q3 2020 | $5,893,000 | +15.6% | 28,888 | +9.2% | 2.60% | +4.3% |
| Q2 2020 | $5,098,000 | – | 26,463 | – | 2.49% | – |
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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% |