VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 728 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 1.03 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,984,365 | -3.7% | 33,962 | +0.3% | 4.87% | -2.6% |
| Q2 2023 | $8,291,122 | +5.3% | 33,866 | +2.6% | 5.00% | -2.9% |
| Q1 2023 | $7,870,657 | -1.2% | 33,006 | +2.8% | 5.15% | -7.6% |
| Q4 2022 | $7,967,581 | +13.7% | 32,121 | +2.5% | 5.58% | +7.0% |
| Q3 2022 | $7,008,000 | -3.7% | 31,329 | +1.3% | 5.21% | +1.6% |
| Q2 2022 | $7,280,000 | -8.7% | 30,914 | -1.4% | 5.13% | +6.0% |
| Q1 2022 | $7,974,000 | +0.6% | 31,347 | +5.3% | 4.84% | +2.7% |
| Q4 2021 | $7,929,000 | +11.8% | 29,762 | +3.7% | 4.71% | +4.2% |
| Q3 2021 | $7,094,000 | -2.3% | 28,702 | -2.3% | 4.52% | -1.4% |
| Q2 2021 | $7,262,000 | +8.6% | 29,385 | +0.5% | 4.58% | +0.8% |
| Q1 2021 | $6,689,000 | +5.3% | 29,240 | +3.0% | 4.55% | -1.3% |
| Q4 2020 | $6,352,000 | – | 28,392 | – | 4.61% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wechter Feldman Wealth Management, Inc. | 104,281 | $20,090,000 | 18.21% |
| Allied Investment Advisors, LLC | 95,358 | $18,371,000 | 10.58% |
| CABANA LLC | 528,624 | $101,839,000 | 9.35% |
| Tatro Capital, LLC | 30,973 | $5,967,000 | 8.56% |
| Foundations Investment Advisors, LLC | 449,483 | $87,941,000 | 7.78% |
| Beacon Capital Management, Inc. | 715,314 | $137,805,000 | 7.04% |
| Capital Advantage, Inc. | 100,673 | $19,395,000 | 6.89% |
| Essex Private Wealth Management, LLC | 30,512 | $5,878,000 | 6.82% |
| Madden Advisory Services, Inc. | 26,877 | $5,177,000 | 5.37% |
| Morningstar Investment Management LLC | 191,895 | $36,969,000 | 5.10% |