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 | $327,730 | -10.1% | 1,394 | -6.4% | 0.04% | -7.3% |
| Q2 2023 | $364,537 | -5.1% | 1,489 | -7.6% | 0.04% | -10.9% |
| Q1 2023 | $384,160 | -0.5% | 1,611 | +3.5% | 0.05% | -9.8% |
| Q4 2022 | $385,966 | +32.6% | 1,556 | +25.9% | 0.05% | +18.6% |
| Q2 2022 | $291,000 | +5.8% | 1,236 | +14.1% | 0.04% | +22.9% |
| Q1 2022 | $275,000 | -6.5% | 1,083 | -2.0% | 0.04% | -10.3% |
| Q4 2021 | $294,000 | +26.2% | 1,105 | +17.1% | 0.04% | -7.1% |
| Q3 2021 | $233,000 | 0.0% | 944 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $233,000 | +7.4% | 944 | -0.6% | 0.04% | -10.6% |
| Q1 2021 | $217,000 | – | 950 | – | 0.05% | – |
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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% |