VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 893 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $559,303 | -28.8% | 2,379 | -25.8% | 0.01% | -23.1% |
| Q2 2023 | $785,071 | +37.2% | 3,206 | +33.6% | 0.01% | +30.0% |
| Q1 2023 | $572,128 | -4.7% | 2,399 | -0.9% | 0.01% | -16.7% |
| Q4 2022 | $600,346 | +8.8% | 2,420 | -2.0% | 0.01% | 0.0% |
| Q3 2022 | $552,000 | -3.7% | 2,470 | +1.6% | 0.01% | -7.7% |
| Q2 2022 | $573,000 | -15.9% | 2,431 | -9.2% | 0.01% | 0.0% |
| Q1 2022 | $681,000 | -94.1% | 2,677 | -97.0% | 0.01% | -99.4% |
| Q2 2016 | $11,613,000 | +11.1% | 88,996 | +5.0% | 2.36% | +6.3% |
| Q1 2016 | $10,449,000 | -25.5% | 84,748 | -19.7% | 2.22% | -31.7% |
| Q4 2015 | $14,020,000 | – | 105,506 | – | 3.25% | – |
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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% |