VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 722 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.62 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,963,414 | -1.9% | 33,870 | +2.1% | 6.13% | -0.8% |
| Q2 2023 | $8,121,233 | +9.7% | 33,170 | +6.8% | 6.17% | +3.8% |
| Q1 2023 | $7,403,150 | -3.3% | 31,046 | +0.6% | 5.95% | -6.7% |
| Q4 2022 | $7,654,765 | +11.3% | 30,860 | +0.4% | 6.37% | -1.0% |
| Q3 2022 | $6,877,000 | -5.5% | 30,743 | -0.5% | 6.44% | +1.8% |
| Q2 2022 | $7,275,000 | -5.2% | 30,891 | +2.4% | 6.32% | -5.7% |
| Q1 2022 | $7,675,000 | +0.7% | 30,173 | +5.5% | 6.70% | +2.8% |
| Q4 2021 | $7,620,000 | +14.3% | 28,601 | +6.0% | 6.52% | +5.6% |
| Q3 2021 | $6,668,000 | +9.0% | 26,978 | +9.0% | 6.17% | +3.6% |
| Q2 2021 | $6,118,000 | +13.4% | 24,758 | +5.0% | 5.96% | +6.1% |
| Q1 2021 | $5,396,000 | – | 23,590 | – | 5.61% | – |
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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% |