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 | $234,630 | +33180.9% | 998 | -65.3% | 0.01% | -65.0% |
| Q2 2023 | $705 | +8.5% | 2,878 | +5.6% | 0.02% | -4.8% |
| Q1 2023 | $650 | -38.4% | 2,726 | -35.9% | 0.02% | -41.7% |
| Q4 2022 | $1,056 | -99.9% | 4,256 | -3.2% | 0.04% | -2.7% |
| Q3 2022 | $984,000 | -46.5% | 4,398 | -43.7% | 0.04% | -43.9% |
| Q2 2022 | $1,839,000 | +93.4% | 7,807 | +108.9% | 0.07% | +127.6% |
| Q1 2022 | $951,000 | -45.6% | 3,738 | -43.0% | 0.03% | -44.2% |
| Q4 2021 | $1,748,000 | +13.7% | 6,560 | +5.5% | 0.05% | +2.0% |
| Q3 2021 | $1,537,000 | +19.7% | 6,219 | +19.7% | 0.05% | +18.6% |
| Q2 2021 | $1,284,000 | +71.0% | 5,196 | +58.3% | 0.04% | +65.4% |
| Q1 2021 | $751,000 | – | 3,283 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wechter Feldman Wealth Management, Inc. | 108,364 | $26,780,000 | 18.74% |
| Allied Investment Advisors, LLC | 98,593 | $24,365,000 | 9.18% |
| Morningstar Investment Management LLC | 280,664 | $69,360,000 | 7.86% |
| Capital Advantage, Inc. | 103,430 | $25,561,000 | 6.70% |
| Aprio Wealth Management, LLC | 54,798 | $13,542,000 | 6.40% |
| Curran Financial Partners, LLC | 46,686 | $11,538,000 | 6.34% |
| ASSET PLANNING CORPORATION | 24,758 | $6,118,000 | 5.96% |
| Adaptive Financial Consulting, LLC | 35,501 | $8,773,000 | 5.48% |
| Essex Private Wealth Management, LLC | 22,255 | $5,500,000 | 5.02% |
| Tatro Capital, LLC | 28,055 | $6,933,000 | 4.73% |