VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 898 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $996,129 | -3.9% | 4,237 | +0.0% | 0.18% | -5.9% |
| Q2 2023 | $1,037,062 | +5.6% | 4,236 | +2.9% | 0.19% | 0.0% |
| Q1 2023 | $981,744 | +1.4% | 4,117 | +5.5% | 0.19% | -5.5% |
| Q4 2022 | $967,890 | +15.5% | 3,902 | +4.2% | 0.20% | +1.5% |
| Q3 2022 | $838,000 | -25.8% | 3,746 | -21.9% | 0.20% | -25.5% |
| Q2 2022 | $1,129,000 | +1.4% | 4,795 | +9.5% | 0.26% | +11.4% |
| Q1 2022 | $1,113,000 | +8.0% | 4,377 | +13.1% | 0.24% | +8.8% |
| Q4 2021 | $1,031,000 | +17.8% | 3,870 | +9.4% | 0.22% | +1.4% |
| Q3 2021 | $875,000 | +41.8% | 3,539 | +41.8% | 0.21% | +33.8% |
| Q2 2021 | $617,000 | +38.3% | 2,495 | +28.0% | 0.16% | +22.1% |
| Q1 2021 | $446,000 | +23.9% | 1,949 | +21.2% | 0.13% | +8.3% |
| Q4 2020 | $360,000 | +18.8% | 1,608 | +8.3% | 0.12% | +12.0% |
| Q3 2020 | $303,000 | +33.5% | 1,485 | +26.1% | 0.11% | +20.0% |
| Q2 2020 | $227,000 | – | 1,178 | – | 0.09% | – |
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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% |