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 | $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. | 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% |