VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.75 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $872,801 | -5.7% | 3,712 | -1.8% | 0.70% | -2.6% |
| Q2 2023 | $925,519 | +0.4% | 3,780 | -2.2% | 0.72% | -4.1% |
| Q1 2023 | $921,506 | -42.0% | 3,864 | -39.7% | 0.75% | -40.4% |
| Q4 2022 | $1,590,092 | +10.2% | 6,410 | -0.7% | 1.26% | -2.3% |
| Q3 2022 | $1,443,000 | -5.0% | 6,452 | +0.0% | 1.28% | -0.5% |
| Q2 2022 | $1,519,000 | +0.9% | 6,451 | +9.0% | 1.29% | +8.8% |
| Q1 2022 | $1,505,000 | +152.9% | 5,917 | +164.9% | 1.19% | +153.6% |
| Q4 2021 | $595,000 | – | 2,234 | – | 0.47% | – |
Download | ||||||
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% |