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 | $2,962,965 | -14.8% | 12,603 | -11.3% | 0.04% | -15.7% |
Q2 2023 | $3,477,668 | -55.3% | 14,205 | -56.5% | 0.05% | -56.8% |
Q1 2023 | $7,782,619 | +74197.1% | 32,637 | -22.7% | 0.12% | -28.0% |
Q4 2022 | $10,475 | -99.9% | 42,231 | +29.5% | 0.16% | +33.3% |
Q3 2022 | $7,298,000 | -51.5% | 32,622 | -48.9% | 0.12% | -47.7% |
Q2 2022 | $15,048,000 | +196.6% | 63,899 | +220.4% | 0.24% | +221.9% |
Q1 2022 | $5,073,000 | -23.1% | 19,941 | -19.5% | 0.07% | -16.1% |
Q4 2021 | $6,600,000 | +242.1% | 24,773 | +217.4% | 0.09% | +222.2% |
Q3 2021 | $1,929,000 | +236.1% | 7,805 | +211.0% | 0.03% | +237.5% |
Q1 2021 | $574,000 | -95.0% | 2,510 | -95.1% | 0.01% | -95.3% |
Q4 2020 | $11,512,000 | +667.0% | 51,453 | +599.4% | 0.17% | +576.0% |
Q3 2020 | $1,501,000 | -94.3% | 7,357 | -94.6% | 0.02% | -94.6% |
Q2 2020 | $26,316,000 | -7.3% | 136,599 | -20.1% | 0.46% | -20.8% |
Q1 2020 | $28,402,000 | -9.1% | 171,004 | +4.9% | 0.58% | +21.5% |
Q4 2019 | $31,262,000 | – | 163,044 | – | 0.48% | – |
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% |