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 | $70,293 | -30.6% | 299 | -27.8% | 0.01% | -23.5% |
| Q2 2023 | $101,352 | +2.7% | 414 | 0.0% | 0.02% | -5.6% |
| Q1 2023 | $98,718 | -3.9% | 414 | 0.0% | 0.02% | -5.3% |
| Q4 2022 | $102,690 | +10.4% | 414 | 0.0% | 0.02% | +5.6% |
| Q3 2022 | $93,000 | -19.8% | 414 | -16.2% | 0.02% | -18.2% |
| Q2 2022 | $116,000 | -7.9% | 494 | 0.0% | 0.02% | +10.0% |
| Q1 2022 | $126,000 | +5.0% | 494 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $120,000 | -24.5% | 494 | -23.3% | 0.02% | -25.9% |
| Q3 2021 | $159,000 | 0.0% | 644 | 0.0% | 0.03% | -3.6% |
| Q2 2021 | $159,000 | +8.2% | 644 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $147,000 | +3.5% | 644 | +1.7% | 0.03% | -6.7% |
| Q4 2020 | $142,000 | +1.4% | 633 | -7.9% | 0.03% | -6.2% |
| Q3 2020 | $140,000 | -4.1% | 687 | -9.6% | 0.03% | -11.1% |
| Q2 2020 | $146,000 | +15.9% | 760 | 0.0% | 0.04% | -5.3% |
| Q1 2020 | $126,000 | -13.7% | 760 | 0.0% | 0.04% | +8.6% |
| Q4 2019 | $146,000 | +15.0% | 760 | 0.0% | 0.04% | +6.1% |
| Q3 2019 | $127,000 | -3.8% | 760 | 0.0% | 0.03% | -8.3% |
| Q2 2019 | $132,000 | +0.8% | 760 | 0.0% | 0.04% | -2.7% |
| Q1 2019 | $131,000 | +7.4% | 760 | 0.0% | 0.04% | -7.5% |
| Q4 2018 | $122,000 | -10.9% | 760 | 0.0% | 0.04% | +2.6% |
| Q3 2018 | $137,000 | +13.2% | 760 | 0.0% | 0.04% | +5.4% |
| Q2 2018 | $121,000 | +3.4% | 760 | 0.0% | 0.04% | 0.0% |
| Q1 2018 | $117,000 | -1.7% | 760 | -1.7% | 0.04% | -2.6% |
| Q4 2017 | $119,000 | +0.8% | 773 | 0.0% | 0.04% | -5.0% |
| Q3 2017 | $118,000 | +3.5% | 773 | 0.0% | 0.04% | 0.0% |
| Q2 2017 | $114,000 | +6.5% | 773 | 0.0% | 0.04% | 0.0% |
| Q1 2017 | $107,000 | +64.6% | 773 | +50.7% | 0.04% | +60.0% |
| Q4 2016 | $65,000 | -4.4% | 513 | 0.0% | 0.02% | -13.8% |
| Q3 2016 | $68,000 | -26.9% | 513 | -27.8% | 0.03% | -29.3% |
| Q2 2016 | $93,000 | +126.8% | 711 | +114.2% | 0.04% | +95.2% |
| Q1 2016 | $41,000 | – | 332 | – | 0.02% | – |
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% |