VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 826 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.39 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,321,715 | -53.9% | 5,621 | -52.0% | 0.32% | -53.4% |
| Q2 2023 | $2,867,784 | +3.1% | 11,713 | +0.5% | 0.70% | +0.3% |
| Q1 2023 | $2,780,646 | +59.0% | 11,660 | +65.4% | 0.70% | +32.9% |
| Q4 2022 | $1,748,522 | +25.1% | 7,049 | +12.8% | 0.52% | -28.5% |
| Q3 2022 | $1,398,000 | +0.1% | 6,248 | +5.4% | 0.73% | +43.6% |
| Q2 2022 | $1,396,000 | +208.2% | 5,929 | +233.3% | 0.51% | +187.6% |
| Q1 2022 | $453,000 | -7.0% | 1,779 | -2.7% | 0.18% | -6.8% |
| Q4 2021 | $487,000 | – | 1,829 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wechter Feldman Wealth Management, Inc. | 104,281 | $20,090,000 | 18.21% |
| Allied Investment Advisors, LLC | 95,358 | $18,371,000 | 10.58% |
| CABANA LLC | 528,624 | $101,839,000 | 9.35% |
| Tatro Capital, LLC | 30,973 | $5,967,000 | 8.56% |
| Foundations Investment Advisors, LLC | 449,483 | $87,941,000 | 7.78% |
| Beacon Capital Management, Inc. | 715,314 | $137,805,000 | 7.04% |
| Capital Advantage, Inc. | 100,673 | $19,395,000 | 6.89% |
| Essex Private Wealth Management, LLC | 30,512 | $5,878,000 | 6.82% |
| Madden Advisory Services, Inc. | 26,877 | $5,177,000 | 5.37% |
| Morningstar Investment Management LLC | 191,895 | $36,969,000 | 5.10% |