VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 762 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $207,000 | -3.3% | 779 | -9.9% | 0.01% | -75.8% |
| Q3 2021 | $214,000 | -24.9% | 865 | -25.1% | 0.03% | -23.3% |
| Q2 2021 | $285,000 | +2.2% | 1,155 | -5.2% | 0.04% | -2.3% |
| Q1 2021 | $279,000 | +10.3% | 1,218 | +7.9% | 0.04% | +4.8% |
| Q4 2020 | $253,000 | +26.5% | 1,129 | +15.1% | 0.04% | +10.5% |
| Q3 2020 | $200,000 | +1233.3% | 981 | +460.6% | 0.04% | +322.2% |
| Q2 2013 | $15,000 | – | 175 | – | 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% |