VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 22 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $234,637 | -8.9% | 998 | -5.0% | 0.01% | 0.0% |
| Q2 2023 | $257,419 | +2.7% | 1,051 | 0.0% | 0.01% | +7.7% |
| Q1 2023 | $250,732 | -3.8% | 1,051 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $260,691 | +10.9% | 1,051 | +0.1% | 0.01% | -7.1% |
| Q3 2022 | $235,000 | -4.9% | 1,050 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $247,000 | -11.8% | 1,050 | -4.6% | 0.01% | +7.7% |
| Q1 2022 | $280,000 | -4.4% | 1,101 | 0.0% | 0.01% | -7.1% |
| Q4 2021 | $293,000 | +6.2% | 1,101 | -1.3% | 0.01% | 0.0% |
| Q3 2021 | $276,000 | -2.8% | 1,116 | -2.7% | 0.01% | -6.7% |
| Q2 2021 | $284,000 | – | 1,147 | – | 0.02% | – |
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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% |