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 | $1,098,857 | -6.8% | 4,674 | -3.2% | 0.58% | -4.2% |
| Q2 2023 | $1,178,547 | +14.4% | 4,829 | +11.7% | 0.60% | +2.7% |
| Q1 2023 | $1,030,624 | -4.0% | 4,322 | -0.2% | 0.59% | -11.2% |
| Q4 2022 | $1,074,057 | +3.3% | 4,330 | -6.8% | 0.66% | -5.7% |
| Q3 2022 | $1,040,000 | -6.1% | 4,648 | -1.2% | 0.70% | -0.4% |
| Q2 2022 | $1,108,000 | -13.8% | 4,704 | -6.9% | 0.70% | +6.4% |
| Q1 2022 | $1,285,000 | -5.1% | 5,050 | -0.6% | 0.66% | +0.6% |
| Q4 2021 | $1,354,000 | +11.1% | 5,082 | +3.0% | 0.66% | -2.1% |
| Q3 2021 | $1,219,000 | +1.2% | 4,932 | +1.2% | 0.67% | +0.9% |
| Q2 2021 | $1,205,000 | +2.1% | 4,874 | -5.5% | 0.66% | -6.7% |
| Q1 2021 | $1,180,000 | +28.4% | 5,158 | +24.6% | 0.71% | +15.7% |
| Q4 2020 | $919,000 | – | 4,138 | – | 0.62% | – |
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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% |