VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.75 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $287,998 | -10.2% | 1,225 | -6.5% | 0.12% | -9.5% |
Q2 2023 | $320,714 | +33.0% | 1,310 | +29.6% | 0.14% | +15.1% |
Q1 2023 | $241,083 | +2.5% | 1,011 | +6.6% | 0.12% | -9.2% |
Q4 2022 | $235,151 | +11.4% | 948 | +0.4% | 0.13% | -5.8% |
Q3 2022 | $211,000 | -35.5% | 944 | -26.7% | 0.14% | -45.5% |
Q1 2022 | $327,000 | +22.5% | 1,287 | +28.2% | 0.26% | +51.8% |
Q4 2021 | $267,000 | – | 1,004 | – | 0.17% | – |
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% |