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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $914,381 | -13.7% | 3,647 | -19.0% | 0.81% | +4.0% |
| Q3 2023 | $1,059,019 | -7.8% | 4,505 | -4.0% | 0.78% | -6.0% |
| Q2 2023 | $1,149,005 | +2.7% | 4,693 | 0.0% | 0.83% | -7.6% |
| Q1 2023 | $1,119,156 | -3.6% | 4,693 | +0.3% | 0.90% | -10.3% |
| Q4 2022 | $1,160,862 | +8.2% | 4,680 | -1.7% | 1.00% | -7.0% |
| Q3 2022 | $1,073,000 | -3.9% | 4,760 | +0.3% | 1.08% | -13.4% |
| Q2 2022 | $1,117,000 | +5.3% | 4,744 | +13.8% | 1.24% | +21.7% |
| Q1 2022 | $1,061,000 | -4.2% | 4,169 | +0.3% | 1.02% | -2.2% |
| Q4 2021 | $1,108,000 | – | 4,157 | – | 1.04% | – |
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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% |