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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $416,914 | -0.8% | 1,663 | -7.0% | 0.02% | -8.3% |
| Q3 2023 | $420,359 | -4.0% | 1,788 | 0.0% | 0.02% | +4.3% |
| Q2 2023 | $437,738 | +105125.5% | 1,788 | +6.7% | 0.02% | – |
| Q4 2022 | $416 | -99.9% | 1,676 | -0.6% | 0.00% | -100.0% |
| Q3 2022 | $397,000 | 0.0% | 1,686 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $397,000 | -7.7% | 1,686 | -0.3% | 0.03% | +8.3% |
| Q1 2022 | $430,000 | -4.7% | 1,691 | 0.0% | 0.02% | -4.0% |
| Q4 2021 | $451,000 | -14.4% | 1,691 | -20.6% | 0.02% | -21.9% |
| Q3 2021 | $527,000 | -6.1% | 2,131 | -6.2% | 0.03% | -8.6% |
| Q2 2021 | $561,000 | +3.5% | 2,271 | -4.2% | 0.04% | -5.4% |
| Q1 2021 | $542,000 | -14.2% | 2,371 | -16.0% | 0.04% | -17.8% |
| Q4 2020 | $632,000 | +6.0% | 2,824 | -3.3% | 0.04% | -6.2% |
| Q3 2020 | $596,000 | -5.8% | 2,921 | -11.1% | 0.05% | -12.7% |
| Q2 2020 | $633,000 | +17.7% | 3,286 | +1.4% | 0.06% | +3.8% |
| Q1 2020 | $538,000 | -13.9% | 3,240 | -0.6% | 0.05% | +1.9% |
| Q4 2019 | $625,000 | +17.0% | 3,260 | +2.4% | 0.05% | -8.8% |
| Q3 2019 | $534,000 | -4.5% | 3,184 | -0.9% | 0.06% | -6.6% |
| Q2 2019 | $559,000 | +4.9% | 3,214 | +4.0% | 0.06% | +5.2% |
| Q1 2019 | $533,000 | +7.5% | 3,090 | 0.0% | 0.06% | -1.7% |
| Q4 2018 | $496,000 | -12.8% | 3,090 | -2.1% | 0.06% | -7.8% |
| Q3 2018 | $569,000 | +13.3% | 3,155 | 0.0% | 0.06% | +6.7% |
| Q2 2018 | $502,000 | +1.8% | 3,155 | -1.7% | 0.06% | -3.2% |
| Q1 2018 | $493,000 | -2.6% | 3,210 | -2.1% | 0.06% | +3.3% |
| Q4 2017 | $506,000 | +1.4% | 3,280 | 0.0% | 0.06% | -4.8% |
| Q3 2017 | $499,000 | +3.3% | 3,280 | 0.0% | 0.06% | -3.1% |
| Q2 2017 | $483,000 | +6.6% | 3,280 | -0.3% | 0.06% | +3.2% |
| Q1 2017 | $453,000 | +8.6% | 3,290 | 0.0% | 0.06% | +12.5% |
| Q4 2016 | $417,000 | -5.9% | 3,290 | -1.3% | 0.06% | -9.7% |
| Q3 2016 | $443,000 | +0.7% | 3,335 | -1.0% | 0.06% | +1.6% |
| Q2 2016 | $440,000 | +5.8% | 3,370 | 0.0% | 0.06% | +3.4% |
| Q1 2016 | $416,000 | -7.1% | 3,370 | 0.0% | 0.06% | -11.9% |
| Q4 2015 | $448,000 | +6.7% | 3,370 | -1.7% | 0.07% | -4.3% |
| Q3 2015 | $420,000 | -12.5% | 3,430 | 0.0% | 0.07% | -4.1% |
| Q2 2015 | $480,000 | -14.9% | 3,430 | -17.5% | 0.07% | -11.0% |
| Q1 2015 | $564,000 | +11.5% | 4,160 | +3.2% | 0.08% | +10.8% |
| Q4 2014 | $506,000 | +21.9% | 4,030 | +13.5% | 0.07% | +17.5% |
| Q3 2014 | $415,000 | +57.8% | 3,550 | +50.4% | 0.06% | +61.5% |
| Q2 2014 | $263,000 | +6.5% | 2,360 | +2.2% | 0.04% | +2.6% |
| Q1 2014 | $247,000 | +0.8% | 2,310 | -4.7% | 0.04% | +5.6% |
| Q4 2013 | $245,000 | +5.6% | 2,425 | -2.8% | 0.04% | -2.7% |
| Q3 2013 | $232,000 | +4.5% | 2,495 | -2.9% | 0.04% | 0.0% |
| Q2 2013 | $222,000 | – | 2,570 | – | 0.04% | – |
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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% |