VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 898 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $960,148 | +55.3% | 4,084 | +61.7% | 0.12% | +51.2% |
| Q2 2023 | $618,170 | +2.7% | 2,525 | 0.0% | 0.08% | -5.7% |
| Q1 2023 | $602,112 | -9.2% | 2,525 | -5.6% | 0.09% | -16.3% |
| Q4 2022 | $663,286 | +17.4% | 2,674 | +5.9% | 0.10% | +4.0% |
| Q3 2022 | $565,000 | -3.4% | 2,525 | +1.7% | 0.10% | -12.3% |
| Q2 2022 | $585,000 | -7.4% | 2,484 | 0.0% | 0.11% | +1.8% |
| Q1 2022 | $632,000 | -4.5% | 2,484 | 0.0% | 0.11% | -5.9% |
| Q4 2021 | $662,000 | +7.8% | 2,484 | 0.0% | 0.12% | -4.0% |
| Q3 2021 | $614,000 | +176.6% | 2,484 | +176.0% | 0.12% | +181.8% |
| Q2 2021 | $222,000 | -61.5% | 900 | -64.3% | 0.04% | -66.9% |
| Q1 2021 | $576,000 | +161.8% | 2,520 | +155.8% | 0.13% | +150.9% |
| Q4 2020 | $220,000 | – | 985 | – | 0.05% | – |
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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% |