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 | $1,109,539 | -18.3% | 4,719 | -14.9% | 0.31% | -8.2% |
| Q2 2023 | $1,357,928 | -2.0% | 5,547 | -4.6% | 0.34% | +2.7% |
| Q1 2023 | $1,386,323 | -10.8% | 5,814 | -7.2% | 0.33% | -9.3% |
| Q4 2022 | $1,553,730 | -0.3% | 6,264 | -10.0% | 0.36% | +10.3% |
| Q3 2022 | $1,558,000 | -9.3% | 6,963 | -0.2% | 0.33% | +3.1% |
| Q2 2022 | $1,717,000 | -3.4% | 6,974 | -6.6% | 0.32% | -5.0% |
| Q1 2022 | $1,777,000 | – | 7,469 | – | 0.34% | – |
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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% |