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 | $516,348 | -12.4% | 2,196 | -8.8% | 0.02% | -10.5% |
| Q2 2023 | $589,470 | +0.2% | 2,408 | -2.4% | 0.02% | -9.5% |
| Q1 2023 | $588,464 | -27.3% | 2,468 | -24.4% | 0.02% | -27.6% |
| Q4 2022 | $809,473 | +13.7% | 3,263 | +2.5% | 0.03% | -6.5% |
| Q3 2022 | $712,000 | +94.0% | 3,182 | +104.4% | 0.03% | +181.8% |
| Q2 2022 | $367,000 | -8.2% | 1,557 | -0.9% | 0.01% | -54.2% |
| Q1 2022 | $400,000 | +2.0% | 1,571 | +6.7% | 0.02% | -36.8% |
| Q4 2021 | $392,000 | +3.7% | 1,472 | -40.1% | 0.04% | -52.5% |
| Q4 2017 | $378,000 | – | 2,457 | – | 0.08% | – |
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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% |