VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 722 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.62 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $428,352 | -4.0% | 1,822 | 0.0% | 0.29% | +1.4% |
| Q2 2023 | $446,062 | +1.5% | 1,822 | -1.1% | 0.28% | -9.3% |
| Q1 2023 | $439,482 | -5.4% | 1,843 | -94.6% | 0.31% | -9.1% |
| Q4 2022 | $464,438 | +12.7% | 34,396 | +1766.3% | 0.34% | +3.0% |
| Q3 2022 | $412,000 | -5.3% | 1,843 | -0.2% | 0.33% | -1.5% |
| Q2 2022 | $435,000 | -7.4% | 1,847 | 0.0% | 0.34% | +9.1% |
| Q1 2022 | $470,000 | -4.5% | 1,847 | 0.0% | 0.31% | -2.5% |
| Q4 2021 | $492,000 | +8.4% | 1,847 | +0.5% | 0.32% | +1.3% |
| Q3 2021 | $454,000 | +15.8% | 1,837 | +15.9% | 0.31% | +13.4% |
| Q2 2021 | $392,000 | +89.4% | 1,585 | +75.1% | 0.28% | +69.3% |
| Q1 2021 | $207,000 | -14.1% | 905 | -15.8% | 0.16% | -29.1% |
| Q4 2020 | $241,000 | – | 1,075 | – | 0.23% | – |
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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% |