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 | $235,100 | -4.0% | 1,000 | 0.0% | 0.15% | -5.0% |
| Q2 2023 | $244,820 | +2.7% | 1,000 | 0.0% | 0.16% | +0.6% |
| Q1 2023 | $238,460 | -3.9% | 1,000 | 0.0% | 0.16% | -12.1% |
| Q4 2022 | $248,050 | +10.7% | 1,000 | 0.0% | 0.18% | +1.1% |
| Q3 2022 | $224,000 | +5.7% | 1,000 | +11.1% | 0.18% | +9.8% |
| Q2 2022 | $212,000 | -7.4% | 900 | 0.0% | 0.16% | +18.8% |
| Q1 2022 | $229,000 | -4.6% | 900 | 0.0% | 0.14% | +1.5% |
| Q4 2021 | $240,000 | +24.4% | 900 | +15.4% | 0.14% | +16.2% |
| Q3 2021 | $193,000 | 0.0% | 780 | 0.0% | 0.12% | -2.5% |
| Q2 2021 | $193,000 | +8.4% | 780 | 0.0% | 0.12% | -3.2% |
| Q1 2021 | $178,000 | +58.9% | 780 | +56.0% | 0.12% | +49.4% |
| Q4 2020 | $112,000 | – | 500 | – | 0.08% | – |
Download | ||||||
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% |