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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $7,185,000 | -4.5% | 32,117 | +0.6% | 2.37% | +4.5% |
| Q2 2022 | $7,521,000 | -5.6% | 31,938 | +2.0% | 2.26% | +9.6% |
| Q1 2022 | $7,964,000 | -4.4% | 31,309 | +0.1% | 2.06% | -1.7% |
| Q4 2021 | $8,333,000 | +9.1% | 31,278 | +1.2% | 2.10% | +2.4% |
| Q3 2021 | $7,641,000 | -0.9% | 30,916 | -0.9% | 2.05% | +0.8% |
| Q2 2021 | $7,709,000 | +7.5% | 31,193 | -0.5% | 2.03% | +1.5% |
| Q1 2021 | $7,168,000 | +20.4% | 31,335 | +17.8% | 2.00% | +13.9% |
| Q4 2020 | $5,953,000 | +15.0% | 26,610 | +4.8% | 1.76% | +1.0% |
| Q3 2020 | $5,178,000 | +17.7% | 25,384 | +11.1% | 1.74% | +4.9% |
| Q2 2020 | $4,400,000 | – | 22,838 | – | 1.66% | – |
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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% |