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 | $572,246 | -13.5% | 2,434 | -10.0% | 0.34% | -13.5% |
| Q2 2023 | $661,761 | -0.6% | 2,703 | -3.2% | 0.39% | -6.2% |
| Q1 2023 | $666,031 | -13.7% | 2,793 | -10.3% | 0.42% | -17.2% |
| Q4 2022 | $771,945 | -0.8% | 3,112 | -10.5% | 0.51% | -8.0% |
| Q3 2022 | $778,000 | -5.0% | 3,477 | 0.0% | 0.55% | +2.4% |
| Q2 2022 | $819,000 | -9.5% | 3,477 | +2.3% | 0.54% | +8.5% |
| Q4 2021 | $905,000 | +2.4% | 3,398 | -2.3% | 0.50% | -2.7% |
| Q1 2021 | $884,000 | – | 3,477 | – | 0.51% | – |
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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% |