VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $223 | +14.9% | 955 | +20.1% | 0.19% | +21.2% |
Q2 2023 | $194 | +22.8% | 795 | +18.3% | 0.16% | +11.1% |
Q1 2023 | $158 | -4.8% | 672 | +0.1% | 0.14% | -8.9% |
Q4 2022 | $166 | -99.9% | 671 | +0.8% | 0.16% | +6.0% |
Q3 2022 | $149,000 | +3.5% | 666 | +17.0% | 0.15% | +43.3% |
Q1 2022 | $144,000 | -5.3% | 569 | 0.0% | 0.10% | 0.0% |
Q4 2021 | $152,000 | +9.4% | 569 | +1.1% | 0.10% | -3.7% |
Q3 2021 | $139,000 | +223.3% | 563 | +221.7% | 0.11% | +208.6% |
Q2 2021 | $43,000 | +7.5% | 175 | 0.0% | 0.04% | -2.8% |
Q1 2021 | $40,000 | +2.6% | 175 | +0.6% | 0.04% | -2.7% |
Q4 2020 | $39,000 | – | 174 | – | 0.04% | – |
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% |