VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 876 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,457,616 | -8.3% | 14,707 | -4.5% | 10.79% | -8.8% |
| Q2 2023 | $3,770,473 | -15.2% | 15,401 | -17.4% | 11.84% | -12.5% |
| Q1 2023 | $4,443,941 | -15.7% | 18,636 | -12.3% | 13.52% | +106.8% |
| Q4 2022 | $5,272,303 | -0.9% | 21,255 | -10.6% | 6.54% | +7.0% |
| Q3 2022 | $5,319,000 | -4.7% | 23,778 | +0.3% | 6.11% | -1.0% |
| Q2 2022 | $5,584,000 | -4.2% | 23,710 | +3.5% | 6.17% | +12.3% |
| Q1 2022 | $5,829,000 | -0.6% | 22,916 | +4.1% | 5.49% | -0.6% |
| Q4 2021 | $5,862,000 | – | 22,004 | – | 5.53% | – |
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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% |