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 | $813,344 | +21.4% | 3,447 | +26.4% | 0.61% | +23.7% |
| Q2 2023 | $669,923 | +227.2% | 2,727 | +217.5% | 0.49% | +245.1% |
| Q1 2023 | $204,746 | +31.3% | 859 | +36.6% | 0.14% | +39.2% |
| Q4 2022 | $155,910 | +3018.2% | 629 | +2634.8% | 0.10% | +3300.0% |
| Q3 2022 | $5,000 | -93.4% | 23 | -92.9% | 0.00% | -93.0% |
| Q2 2022 | $76,000 | -7.3% | 322 | 0.0% | 0.04% | +7.5% |
| Q1 2022 | $82,000 | -4.7% | 322 | 0.0% | 0.04% | -2.4% |
| Q4 2021 | $86,000 | +7.5% | 322 | 0.0% | 0.04% | -2.4% |
| Q3 2021 | $80,000 | +1.3% | 322 | 0.0% | 0.04% | -2.3% |
| Q2 2021 | $79,000 | +6.8% | 322 | 0.0% | 0.04% | -4.4% |
| Q1 2021 | $74,000 | -31.5% | 322 | -33.5% | 0.04% | -41.6% |
| Q4 2020 | $108,000 | +9.1% | 484 | 0.0% | 0.08% | -23.8% |
| Q3 2020 | $99,000 | +6.5% | 484 | 0.0% | 0.10% | -1.9% |
| Q2 2020 | $93,000 | +272.0% | 484 | +218.4% | 0.10% | +186.1% |
| Q1 2020 | $25,000 | -13.8% | 152 | 0.0% | 0.04% | +20.0% |
| Q4 2019 | $29,000 | – | 152 | – | 0.03% | – |
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% |