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 | $1,030 | -4.0% | 4,383 | 0.0% | 0.11% | +3.9% |
| Q2 2023 | $1,073 | +2.7% | 4,383 | 0.0% | 0.10% | -3.8% |
| Q1 2023 | $1,045 | -3.9% | 4,383 | 0.0% | 0.11% | -8.6% |
| Q4 2022 | $1,087 | -99.9% | 4,383 | +5.0% | 0.12% | +9.4% |
| Q3 2022 | $934,000 | -5.0% | 4,175 | 0.0% | 0.11% | +5.0% |
| Q2 2022 | $983,000 | -7.4% | 4,175 | 0.0% | 0.10% | +20.2% |
| Q1 2022 | $1,062,000 | -4.5% | 4,175 | 0.0% | 0.08% | +3.7% |
| Q4 2021 | $1,112,000 | +7.8% | 4,175 | 0.0% | 0.08% | +6.6% |
| Q3 2021 | $1,032,000 | 0.0% | 4,175 | 0.0% | 0.08% | +7.0% |
| Q2 2021 | $1,032,000 | +8.1% | 4,175 | 0.0% | 0.07% | -2.7% |
| Q1 2021 | $955,000 | +2.2% | 4,175 | 0.0% | 0.07% | -3.9% |
| Q4 2020 | $934,000 | +9.6% | 4,175 | 0.0% | 0.08% | -7.3% |
| Q3 2020 | $852,000 | +6.0% | 4,175 | 0.0% | 0.08% | -3.5% |
| Q2 2020 | $804,000 | – | 4,175 | – | 0.08% | – |
Download | ||||||
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% |