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 | $862,347 | -16.4% | 3,668 | -12.9% | 0.68% | -16.2% |
| Q2 2023 | $1,030,937 | -0.8% | 4,211 | -3.4% | 0.81% | -8.4% |
| Q1 2023 | $1,039,447 | -5.1% | 4,359 | -1.3% | 0.89% | -10.9% |
| Q4 2022 | $1,095,885 | +26.0% | 4,418 | +13.5% | 1.00% | +10.8% |
| Q3 2022 | $870,000 | +30.6% | 3,891 | +37.5% | 0.90% | +30.8% |
| Q2 2022 | $666,000 | -7.1% | 2,829 | +0.3% | 0.69% | +5.8% |
| Q1 2022 | $717,000 | -15.6% | 2,820 | -11.6% | 0.65% | -13.4% |
| Q4 2021 | $850,000 | – | 3,189 | – | 0.75% | – |
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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% |