VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 876 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $61,523 | -3.9% | 258 | 0.0% | 0.02% | -5.6% |
| Q4 2022 | $63,997 | +10.3% | 258 | 0.0% | 0.02% | -5.3% |
| Q3 2022 | $58,000 | -4.9% | 258 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $61,000 | -7.6% | 258 | 0.0% | 0.02% | +11.8% |
| Q1 2022 | $66,000 | -4.3% | 258 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $69,000 | +50.0% | 258 | +29.0% | 0.02% | +30.8% |
| Q1 2021 | $46,000 | +12.2% | 200 | 0.0% | 0.01% | -7.1% |
| Q3 2020 | $41,000 | -76.3% | 200 | -80.6% | 0.01% | -77.0% |
| Q3 2019 | $173,000 | -26.4% | 1,029 | -21.0% | 0.06% | -32.2% |
| Q3 2018 | $235,000 | +13.5% | 1,303 | 0.0% | 0.09% | +8.4% |
| Q2 2018 | $207,000 | +3.5% | 1,303 | 0.0% | 0.08% | -1.2% |
| Q1 2018 | $200,000 | -11.5% | 1,303 | -10.9% | 0.08% | -7.7% |
| Q4 2017 | $226,000 | – | 1,463 | – | 0.09% | – |
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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% |