VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 826 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.39 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $746,208 | -75.3% | 3,174 | -74.3% | 0.00% | -66.7% |
| Q2 2023 | $3,018,141 | -33.2% | 12,328 | -34.9% | 0.01% | -40.0% |
| Q1 2023 | $4,516,433 | +32.9% | 18,940 | +38.2% | 0.01% | +25.0% |
| Q4 2022 | $3,398,285 | +374.6% | 13,700 | +328.1% | 0.01% | +300.0% |
| Q3 2022 | $716,000 | +139.5% | 3,200 | +186.0% | 0.00% | +100.0% |
| Q4 2021 | $299,000 | -12.1% | 1,119 | -18.7% | 0.00% | 0.0% |
| Q3 2021 | $340,000 | -84.8% | 1,376 | -89.7% | 0.00% | -94.4% |
| Q3 2019 | $2,241,000 | – | 13,365 | – | 0.02% | – |
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% |