VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $250,376 | -3.6% | 1,065 | +0.4% | 0.07% | +1.4% |
| Q2 2023 | $259,781 | +2.7% | 1,061 | 0.0% | 0.07% | -1.4% |
| Q1 2023 | $253,032 | -3.6% | 1,061 | +0.3% | 0.07% | -9.1% |
| Q4 2022 | $262,362 | +11.6% | 1,058 | +0.8% | 0.08% | +2.7% |
| Q3 2022 | $235,000 | 0.0% | 1,050 | +5.1% | 0.08% | +8.7% |
| Q2 2022 | $235,000 | -8.2% | 999 | -0.6% | 0.07% | +3.0% |
| Q1 2022 | $256,000 | -4.1% | 1,005 | +0.2% | 0.07% | -2.9% |
| Q4 2021 | $267,000 | +5.5% | 1,003 | +0.3% | 0.07% | +3.0% |
| Q3 2021 | $253,000 | +2.8% | 1,000 | +0.3% | 0.07% | 0.0% |
| Q2 2021 | $246,000 | +8.4% | 997 | +0.3% | 0.07% | +1.5% |
| Q1 2021 | $227,000 | -35.3% | 994 | -34.3% | 0.07% | -37.1% |
| Q4 2020 | $351,000 | – | 1,512 | – | 0.10% | – |
Download | ||||||
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% |