VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 722 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.62 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,505,785 | -3.6% | 10,658 | +0.3% | 0.02% | -51.3% |
| Q2 2023 | $2,600,583 | +4.6% | 10,622 | +1.9% | 0.04% | -2.5% |
| Q1 2023 | $2,485,093 | -95.4% | 10,421 | +51.2% | 0.04% | -91.2% |
| Q4 2022 | $53,499,924 | +12476.8% | 6,892 | +263.1% | 0.46% | +11300.0% |
| Q3 2022 | $425,387 | +44.2% | 1,898 | +63.6% | 0.00% | -42.9% |
| Q1 2022 | $295,000 | +1635.3% | 1,160 | +1426.3% | 0.01% | +600.0% |
| Q4 2020 | $17,000 | -93.5% | 76 | -94.1% | 0.00% | -96.4% |
| Q3 2020 | $261,000 | +1907.7% | 1,278 | +1581.6% | 0.03% | +1300.0% |
| Q1 2020 | $13,000 | – | 76 | – | 0.00% | – |
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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% |