VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 898 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $136 | -28.0% | 578 | -27.2% | 0.09% | -27.5% |
| Q1 2023 | $189 | -10.8% | 794 | -7.1% | 0.12% | +0.8% |
| Q4 2022 | $212 | -99.9% | 855 | -42.3% | 0.12% | -72.3% |
| Q3 2020 | $303,000 | +5.9% | 1,483 | 0.0% | 0.43% | +39.7% |
| Q2 2020 | $286,000 | +4.0% | 1,483 | -10.3% | 0.31% | -27.8% |
| Q1 2020 | $275,000 | -16.2% | 1,653 | -3.5% | 0.42% | +38.0% |
| Q4 2019 | $328,000 | – | 1,713 | – | 0.31% | – |
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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% |