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 | $28,682 | -14.5% | 122 | -10.9% | 0.01% | -8.3% |
Q2 2023 | $33,540 | -99.3% | 137 | -99.3% | 0.01% | -99.4% |
Q1 2023 | $4,921,223 | -5.6% | 20,638 | -1.8% | 2.10% | -28.6% |
Q4 2022 | $5,212,250 | +42.0% | 21,013 | +28.1% | 2.94% | +24.3% |
Q3 2022 | $3,670,000 | -5.1% | 16,405 | -0.1% | 2.37% | +4.9% |
Q2 2022 | $3,867,000 | – | 16,422 | – | 2.26% | – |
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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% |