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 | $214,241 | +2.4% | 911 | +6.5% | 0.13% | +4.8% |
| Q2 2023 | $209,269 | +3.4% | 855 | +0.7% | 0.13% | -2.3% |
| Q1 2023 | $202,425 | -20.6% | 849 | -17.4% | 0.13% | -25.9% |
| Q4 2022 | $255,100 | +7.2% | 1,028 | -3.5% | 0.17% | -6.5% |
| Q3 2022 | $238,000 | +0.8% | 1,065 | +6.2% | 0.19% | +9.4% |
| Q2 2022 | $236,000 | -24.8% | 1,003 | -18.7% | 0.17% | -14.6% |
| Q1 2022 | $314,000 | +6.1% | 1,233 | +11.1% | 0.20% | +9.3% |
| Q4 2021 | $296,000 | +8.0% | 1,110 | +6.2% | 0.18% | +1.7% |
| Q3 2021 | $274,000 | – | 1,045 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wechter Feldman Wealth Management, Inc. | 104,281 | $20,090,000 | 18.21% |
| Allied Investment Advisors, LLC | 95,358 | $18,371,000 | 10.58% |
| CABANA LLC | 528,624 | $101,839,000 | 9.35% |
| Tatro Capital, LLC | 30,973 | $5,967,000 | 8.56% |
| Foundations Investment Advisors, LLC | 449,483 | $87,941,000 | 7.78% |
| Beacon Capital Management, Inc. | 715,314 | $137,805,000 | 7.04% |
| Capital Advantage, Inc. | 100,673 | $19,395,000 | 6.89% |
| Essex Private Wealth Management, LLC | 30,512 | $5,878,000 | 6.82% |
| Madden Advisory Services, Inc. | 26,877 | $5,177,000 | 5.37% |
| Morningstar Investment Management LLC | 191,895 | $36,969,000 | 5.10% |