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 | $264 | +1.5% | 1,123 | +5.8% | 0.05% | 0.0% |
| Q2 2023 | $260 | +2.8% | 1,061 | 0.0% | 0.05% | -3.6% |
| Q1 2023 | $253 | -3.8% | 1,061 | 0.0% | 0.06% | -1.8% |
| Q4 2022 | $263 | -99.9% | 1,061 | 0.0% | 0.06% | -6.6% |
| Q3 2022 | $237,000 | +438.6% | 1,061 | +338.4% | 0.06% | +335.7% |
| Q3 2018 | $44,000 | +12.8% | 242 | 0.0% | 0.01% | +7.7% |
| Q2 2018 | $39,000 | -2.5% | 242 | -6.9% | 0.01% | +8.3% |
| Q1 2018 | $40,000 | 0.0% | 260 | 0.0% | 0.01% | -7.7% |
| Q4 2017 | $40,000 | 0.0% | 260 | 0.0% | 0.01% | -7.1% |
| Q3 2017 | $40,000 | +5.3% | 260 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $38,000 | +5.6% | 260 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $36,000 | -99.9% | 260 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $32,960,000 | +94071.4% | 260 | 0.0% | 0.01% | -12.5% |
| Q3 2016 | $35,000 | +52.2% | 260 | +48.6% | 0.02% | +60.0% |
| Q4 2015 | $23,000 | +9.5% | 175 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $21,000 | -12.5% | 175 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $24,000 | – | 175 | – | 0.01% | – |
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% |