VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 859 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.47 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $330,080 | -4.0% | 1,404 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $343,727 | +2.7% | 1,404 | 0.0% | 0.04% | -4.7% |
| Q1 2023 | $334,797 | -3.9% | 1,404 | 0.0% | 0.04% | -4.4% |
| Q4 2022 | $348,262 | +10.9% | 1,404 | 0.0% | 0.04% | +2.3% |
| Q3 2022 | $314,000 | -4.8% | 1,404 | 0.0% | 0.04% | -12.0% |
| Q2 2022 | $330,000 | -25.2% | 1,404 | -15.3% | 0.05% | -26.5% |
| Q1 2022 | $441,000 | 0.0% | 1,658 | 0.0% | 0.07% | 0.0% |
| Q4 2021 | $441,000 | +8.4% | 1,658 | +0.7% | 0.07% | -1.4% |
| Q3 2021 | $407,000 | -6.7% | 1,647 | -6.8% | 0.07% | -8.0% |
| Q2 2021 | $436,000 | +25.3% | 1,767 | +15.9% | 0.08% | +15.4% |
| Q1 2021 | $348,000 | +2.4% | 1,524 | 0.0% | 0.06% | -11.0% |
| Q4 2020 | $340,000 | +9.7% | 1,524 | 0.0% | 0.07% | -5.2% |
| Q3 2020 | $310,000 | – | 1,524 | – | 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% |