VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.75 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,479,841 | -17.5% | 10,548 | -14.1% | 0.37% | -8.9% |
| Q2 2023 | $3,006,635 | -11.2% | 12,281 | -13.5% | 0.40% | -9.0% |
| Q1 2023 | $3,386,132 | -47.1% | 14,200 | -45.0% | 0.44% | -52.9% |
| Q4 2022 | $6,400,434 | -11.2% | 25,803 | -20.0% | 0.94% | -25.1% |
| Q3 2022 | $7,211,000 | -6.5% | 32,234 | -1.6% | 1.26% | -5.1% |
| Q2 2022 | $7,716,000 | -20.0% | 32,766 | -13.6% | 1.32% | -4.7% |
| Q1 2022 | $9,650,000 | -61.1% | 37,934 | -59.3% | 1.39% | -57.3% |
| Q4 2021 | $24,825,000 | +1160.2% | 93,181 | +981.7% | 3.25% | +1008.9% |
| Q1 2021 | $1,970,000 | +87.3% | 8,614 | +83.1% | 0.29% | +79.8% |
| Q4 2020 | $1,052,000 | +2465.9% | 4,704 | +1432.2% | 0.16% | +2616.7% |
| Q4 2015 | $41,000 | – | 307 | – | 0.01% | – |
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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% |