VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 916 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $254,378 | -4.0% | 1,082 | 0.0% | 0.02% | -6.2% |
| Q2 2023 | $264,895 | +2.7% | 1,082 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $258,014 | +116122.5% | 1,082 | +21.0% | 0.02% | +14.3% |
| Q4 2022 | $222 | -99.9% | 894 | +2.3% | 0.01% | 0.0% |
| Q2 2022 | $206,000 | +3.0% | 874 | +10.9% | 0.01% | +7.7% |
| Q1 2022 | $200,000 | -4.8% | 788 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $210,000 | +1.0% | 788 | -13.3% | 0.01% | -13.3% |
| Q1 2021 | $208,000 | +2.5% | 909 | 0.0% | 0.02% | -6.2% |
| Q4 2020 | $203,000 | – | 909 | – | 0.02% | – |
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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% |