VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 876 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $13,166 | -4.0% | 56 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $13,710 | -4.2% | 56 | -6.7% | 0.00% | 0.0% |
Q1 2023 | $14,308 | +3.0% | 60 | +7.1% | 0.00% | -33.3% |
Q4 2022 | $13,891 | +6.9% | 56 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $13,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $13,000 | -7.1% | 56 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $14,000 | -6.7% | 56 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $15,000 | +7.1% | 56 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $14,000 | +366.7% | 56 | +180.0% | 0.00% | +200.0% |
Q3 2019 | $3,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $3,000 | -40.0% | 20 | -31.0% | 0.00% | -50.0% |
Q1 2019 | $5,000 | +66.7% | 29 | +45.0% | 0.00% | 0.0% |
Q4 2018 | $3,000 | – | 20 | – | 0.00% | – |
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% |