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 | $7,521,511 | -4.1% | 31,993 | -0.2% | 1.76% | -6.3% |
| Q2 2023 | $7,846,082 | +1332.8% | 32,048 | +1295.8% | 1.88% | +757.1% |
| Q1 2023 | $547,592 | -4.2% | 2,296 | -0.4% | 0.22% | -6.0% |
| Q4 2022 | $571,787 | +10.6% | 2,306 | 0.0% | 0.23% | -1.3% |
| Q3 2022 | $517,000 | -6.7% | 2,306 | -0.1% | 0.24% | -4.5% |
| Q2 2022 | $554,000 | +0.7% | 2,309 | +1.9% | 0.25% | +18.2% |
| Q1 2022 | $550,000 | -8.3% | 2,267 | 0.0% | 0.21% | +3.5% |
| Q4 2021 | $600,000 | +58.3% | 2,267 | +47.6% | 0.20% | +42.3% |
| Q3 2021 | $379,000 | – | 1,536 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wechter Feldman Wealth Management, Inc. | 104,281 | $20,090,000 | 18.21% |
| Allied Investment Advisors, LLC | 95,358 | $18,371,000 | 10.58% |
| CABANA LLC | 528,624 | $101,839,000 | 9.35% |
| Tatro Capital, LLC | 30,973 | $5,967,000 | 8.56% |
| Foundations Investment Advisors, LLC | 449,483 | $87,941,000 | 7.78% |
| Beacon Capital Management, Inc. | 715,314 | $137,805,000 | 7.04% |
| Capital Advantage, Inc. | 100,673 | $19,395,000 | 6.89% |
| Essex Private Wealth Management, LLC | 30,512 | $5,878,000 | 6.82% |
| Madden Advisory Services, Inc. | 26,877 | $5,177,000 | 5.37% |
| Morningstar Investment Management LLC | 191,895 | $36,969,000 | 5.10% |