VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 876 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,537,311 | +0.4% | 6,539 | +4.5% | 0.86% | +1.5% |
Q2 2023 | $1,531,930 | +3.3% | 6,257 | +0.6% | 0.84% | +39.1% |
Q1 2023 | $1,483,071 | -3.2% | 6,219 | +0.7% | 0.61% | -17.3% |
Q4 2022 | $1,532,310 | +6.0% | 6,177 | -0.3% | 0.73% | -5.1% |
Q3 2022 | $1,446,000 | -3.1% | 6,193 | -0.3% | 0.77% | -9.9% |
Q2 2022 | $1,493,000 | -8.2% | 6,213 | -1.6% | 0.86% | +1.9% |
Q1 2022 | $1,627,000 | -14.2% | 6,314 | -11.3% | 0.84% | -9.6% |
Q4 2021 | $1,896,000 | +192.6% | 7,117 | +171.6% | 0.93% | +122.0% |
Q3 2021 | $648,000 | -9.6% | 2,620 | -9.7% | 0.42% | -11.8% |
Q2 2021 | $717,000 | +24.5% | 2,900 | +15.1% | 0.48% | +1.7% |
Q1 2021 | $576,000 | +34.0% | 2,519 | +31.1% | 0.47% | +16.5% |
Q4 2020 | $430,000 | – | 1,922 | – | 0.40% | – |
Download |
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% |