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 | $2,055 | -4.0% | 8,740 | 0.0% | 0.20% | -2.4% |
| Q2 2023 | $2,140 | +2.7% | 8,740 | 0.0% | 0.21% | -1.4% |
| Q1 2023 | $2,084 | -3.9% | 8,740 | 0.0% | 0.21% | -1.9% |
| Q4 2022 | $2,168 | -99.9% | 8,740 | 0.0% | 0.21% | -2.7% |
| Q3 2022 | $1,955,000 | -5.0% | 8,740 | 0.0% | 0.22% | -0.9% |
| Q2 2022 | $2,058,000 | -2.2% | 8,740 | +5.7% | 0.22% | +16.9% |
| Q1 2022 | $2,104,000 | +9.5% | 8,270 | +14.7% | 0.19% | +5.0% |
| Q4 2021 | $1,921,000 | +75.9% | 7,210 | +63.1% | 0.18% | +63.6% |
| Q3 2021 | $1,092,000 | +92.3% | 4,420 | +92.2% | 0.11% | +96.4% |
| Q2 2021 | $568,000 | -68.2% | 2,300 | -75.3% | 0.06% | -69.7% |
| Q4 2019 | $1,787,000 | +59.3% | 9,320 | +39.3% | 0.18% | +52.9% |
| Q3 2019 | $1,122,000 | -3.6% | 6,690 | 0.0% | 0.12% | -3.2% |
| Q2 2019 | $1,164,000 | – | 6,690 | – | 0.12% | – |
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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% |