VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 898 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $143,881 | -44.7% | 612 | -42.4% | 0.09% | -42.8% |
| Q2 2023 | $259,999 | +2.7% | 1,062 | 0.0% | 0.16% | -0.6% |
| Q1 2023 | $253,245 | -3.9% | 1,062 | 0.0% | 0.16% | -6.4% |
| Q4 2022 | $263,429 | +10.7% | 1,062 | 0.0% | 0.17% | +0.6% |
| Q3 2022 | $238,000 | -4.8% | 1,062 | 0.0% | 0.17% | 0.0% |
| Q2 2022 | $250,000 | -7.4% | 1,062 | 0.0% | 0.17% | +4.3% |
| Q1 2022 | $270,000 | -4.6% | 1,062 | 0.0% | 0.16% | -2.4% |
| Q4 2021 | $283,000 | +8.0% | 1,062 | 0.0% | 0.17% | -1.2% |
| Q3 2021 | $262,000 | 0.0% | 1,062 | 0.0% | 0.17% | +0.6% |
| Q2 2021 | $262,000 | +7.8% | 1,062 | 0.0% | 0.17% | +0.6% |
| Q1 2021 | $243,000 | +2.1% | 1,062 | 0.0% | 0.17% | -4.6% |
| Q4 2020 | $238,000 | – | 1,062 | – | 0.18% | – |
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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% |