VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.75 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $583,648 | -13.3% | 2,483 | -9.7% | 0.30% | -15.4% |
| Q2 2023 | $673,124 | +2.7% | 2,749 | 0.0% | 0.35% | -1.7% |
| Q1 2023 | $655,637 | +9.9% | 2,749 | +14.3% | 0.36% | +4.1% |
| Q4 2022 | $596,655 | +10.7% | 2,405 | -0.2% | 0.34% | +8.6% |
| Q3 2022 | $539,000 | -3.1% | 2,409 | +2.1% | 0.32% | +1.3% |
| Q2 2022 | $556,000 | -8.4% | 2,359 | +0.1% | 0.31% | +6.9% |
| Q1 2022 | $607,000 | +0.7% | 2,356 | +4.0% | 0.29% | +2.8% |
| Q4 2021 | $603,000 | +6.9% | 2,265 | -0.7% | 0.28% | -3.1% |
| Q3 2021 | $564,000 | -4.6% | 2,280 | -4.6% | 0.29% | -6.4% |
| Q2 2021 | $591,000 | +7.7% | 2,390 | -0.3% | 0.31% | -1.9% |
| Q1 2021 | $549,000 | +2.2% | 2,398 | 0.0% | 0.32% | -5.9% |
| Q4 2020 | $537,000 | – | 2,398 | – | 0.34% | – |
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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% |