VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 893 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $627,717 | -4.0% | 2,670 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $653,670 | +2.7% | 2,670 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $636,689 | +0.5% | 2,670 | +4.6% | 0.02% | -6.2% |
| Q4 2022 | $633,272 | +10.9% | 2,553 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $571,000 | -5.0% | 2,553 | 0.0% | 0.02% | +6.7% |
| Q2 2022 | $601,000 | -7.4% | 2,553 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $649,000 | -4.6% | 2,553 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $680,000 | +7.8% | 2,553 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $631,000 | 0.0% | 2,553 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $631,000 | +8.0% | 2,553 | 0.0% | 0.02% | -6.2% |
| Q1 2021 | $584,000 | +2.3% | 2,553 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $571,000 | +9.6% | 2,553 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $521,000 | +5.9% | 2,553 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $492,000 | +16.0% | 2,553 | 0.0% | 0.02% | -5.9% |
| Q1 2020 | $424,000 | -8.8% | 2,553 | +5.3% | 0.02% | +13.3% |
| Q4 2019 | $465,000 | +14.5% | 2,424 | 0.0% | 0.02% | +7.1% |
| Q3 2019 | $406,000 | -3.8% | 2,424 | 0.0% | 0.01% | -6.7% |
| Q2 2019 | $422,000 | -17.1% | 2,424 | -14.1% | 0.02% | -34.8% |
| Q3 2018 | $509,000 | +3.5% | 2,822 | -8.8% | 0.02% | +9.5% |
| Q2 2018 | $492,000 | -2.2% | 3,094 | -5.6% | 0.02% | 0.0% |
| Q1 2018 | $503,000 | +2.0% | 3,276 | +2.3% | 0.02% | +5.0% |
| Q4 2017 | $493,000 | -6.3% | 3,201 | -7.2% | 0.02% | -13.0% |
| Q3 2017 | $526,000 | +75.9% | 3,451 | +70.3% | 0.02% | +76.9% |
| Q2 2017 | $299,000 | +12.0% | 2,026 | +4.4% | 0.01% | +8.3% |
| Q1 2017 | $267,000 | +25.4% | 1,940 | +15.6% | 0.01% | +20.0% |
| Q4 2016 | $213,000 | – | 1,678 | – | 0.01% | – |
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% |