VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 916 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,079,109 | -11.7% | 4,590 | -8.0% | 0.42% | -11.9% |
| Q2 2023 | $1,221,652 | +47.6% | 4,990 | +43.8% | 0.48% | +40.2% |
| Q1 2023 | $827,695 | -8.0% | 3,471 | -4.3% | 0.34% | -15.6% |
| Q4 2022 | $899,429 | +2.4% | 3,626 | -7.6% | 0.40% | -7.6% |
| Q3 2022 | $878,000 | -11.8% | 3,926 | -7.1% | 0.44% | +1.4% |
| Q2 2022 | $995,000 | -13.6% | 4,226 | -6.7% | 0.43% | -2.0% |
| Q1 2022 | $1,152,000 | -12.3% | 4,529 | -8.1% | 0.44% | -14.9% |
| Q4 2021 | $1,313,000 | +7.8% | 4,929 | 0.0% | 0.52% | -1.3% |
| Q3 2021 | $1,218,000 | +0.1% | 4,929 | +0.1% | 0.52% | +0.8% |
| Q2 2021 | $1,217,000 | +6.9% | 4,926 | -1.0% | 0.52% | -6.3% |
| Q1 2021 | $1,138,000 | -1.7% | 4,976 | -3.9% | 0.56% | -13.8% |
| Q4 2020 | $1,158,000 | – | 5,176 | – | 0.64% | – |
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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% |