VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 728 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 1.03 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $272,246 | +99990.4% | 1,158 | +4.2% | 0.02% | +6.2% |
| Q2 2023 | $272 | +8.8% | 1,111 | +6.0% | 0.02% | +6.7% |
| Q1 2023 | $250 | -7.4% | 1,048 | -3.7% | 0.02% | -11.8% |
| Q4 2022 | $270 | -99.9% | 1,088 | -1.4% | 0.02% | +6.2% |
| Q3 2022 | $247,000 | -5.0% | 1,103 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $260,000 | -6.1% | 1,103 | +1.3% | 0.02% | +6.7% |
| Q1 2022 | $277,000 | -3.5% | 1,089 | +0.9% | 0.02% | +7.1% |
| Q4 2021 | $287,000 | +7.5% | 1,079 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $267,000 | 0.0% | 1,079 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $267,000 | +9.9% | 1,079 | +1.5% | 0.01% | -6.7% |
| Q1 2021 | $243,000 | – | 1,063 | – | 0.02% | – |
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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% |