VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 762 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,072,660 | -31.5% | 8,817 | -28.7% | 0.01% | -37.5% |
| Q2 2023 | $3,025,507 | +21.1% | 12,360 | +18.0% | 0.01% | +14.3% |
| Q1 2023 | $2,497,910 | -9.2% | 10,475 | -5.4% | 0.01% | 0.0% |
| Q4 2022 | $2,750,114 | -2.5% | 11,075 | -12.2% | 0.01% | -22.2% |
| Q3 2022 | $2,821,000 | +24.2% | 12,620 | +31.0% | 0.01% | +80.0% |
| Q2 2022 | $2,272,000 | -20.2% | 9,635 | -13.9% | 0.01% | 0.0% |
| Q1 2022 | $2,847,000 | +70.7% | 11,190 | +78.6% | 0.01% | +150.0% |
| Q4 2021 | $1,668,000 | +28.9% | 6,265 | +19.6% | 0.00% | 0.0% |
| Q3 2021 | $1,294,000 | – | 5,240 | – | 0.00% | – |
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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% |