VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 762 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,349,235 | +116.4% | 14,246 | +128.3% | 2.42% | +105.9% |
| Q4 2022 | $1,547,584 | -52.9% | 6,239 | -51.7% | 1.18% | -49.7% |
| Q1 2022 | $3,286,000 | -34.6% | 12,919 | -31.4% | 2.34% | -33.5% |
| Q4 2021 | $5,021,000 | +12.3% | 18,845 | +4.2% | 3.51% | +4.9% |
| Q3 2021 | $4,472,000 | +1.8% | 18,094 | +1.8% | 3.35% | +1.5% |
| Q2 2021 | $4,393,000 | +9.2% | 17,777 | +1.1% | 3.30% | +1.5% |
| Q1 2021 | $4,023,000 | +3.9% | 17,586 | +1.6% | 3.25% | -7.6% |
| Q4 2020 | $3,872,000 | – | 17,307 | – | 3.52% | – |
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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% |