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 | $989,149 | -4.0% | 4,207 | -0.0% | 0.35% | -8.2% |
| Q2 2023 | $1,030,345 | +2.4% | 4,209 | -0.2% | 0.38% | -2.6% |
| Q1 2023 | $1,005,963 | -4.6% | 4,219 | -0.7% | 0.39% | -11.8% |
| Q4 2022 | $1,054,001 | +11.4% | 4,249 | +0.4% | 0.44% | -4.6% |
| Q3 2022 | $946,000 | -9.4% | 4,231 | -3.7% | 0.46% | -8.3% |
| Q2 2022 | $1,044,000 | -7.1% | 4,394 | -0.5% | 0.50% | +2.4% |
| Q1 2022 | $1,124,000 | -10.5% | 4,417 | -6.3% | 0.49% | -13.6% |
| Q4 2021 | $1,256,000 | +18.4% | 4,713 | +9.8% | 0.57% | +8.6% |
| Q3 2021 | $1,061,000 | +2.2% | 4,294 | +2.2% | 0.52% | -1.1% |
| Q2 2021 | $1,038,000 | +8.2% | 4,201 | +0.2% | 0.53% | -11.1% |
| Q1 2021 | $959,000 | +2.3% | 4,194 | +0.2% | 0.60% | +34.6% |
| Q4 2020 | $937,000 | – | 4,187 | – | 0.44% | – |
Download | ||||||
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% |