VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,000,127 | -5.6% | 80,817 | -1.7% | 0.39% | -15.8% |
| Q2 2023 | $20,135,660 | -1.0% | 82,246 | -3.6% | 0.47% | -4.7% |
| Q1 2023 | $20,340,498 | -4.7% | 85,299 | -0.8% | 0.49% | -10.7% |
| Q4 2022 | $21,334,749 | +11.5% | 86,009 | +0.6% | 0.55% | +6.4% |
| Q3 2022 | $19,134,000 | -5.7% | 85,531 | -0.8% | 0.52% | -0.6% |
| Q2 2022 | $20,301,000 | -7.6% | 86,205 | -0.1% | 0.52% | +8.1% |
| Q1 2022 | $21,960,000 | -12.5% | 86,325 | -8.3% | 0.48% | -3.8% |
| Q4 2021 | $25,089,000 | – | 94,168 | – | 0.50% | – |
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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% |