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 | $762,194 | +3.7% | 3,242 | +8.0% | 0.02% | -4.0% |
| Q2 2023 | $735,194 | -8.8% | 3,003 | -11.2% | 0.02% | -21.9% |
| Q1 2023 | $806,452 | -0.7% | 3,382 | +3.3% | 0.03% | -22.0% |
| Q4 2022 | $812,310 | +9.5% | 3,275 | -1.2% | 0.04% | -4.7% |
| Q3 2022 | $742,000 | -6.5% | 3,316 | -1.7% | 0.04% | -4.4% |
| Q2 2022 | $794,000 | -4.6% | 3,372 | +3.1% | 0.04% | +9.8% |
| Q1 2022 | $832,000 | -6.8% | 3,272 | -2.4% | 0.04% | -4.7% |
| Q4 2021 | $893,000 | +10.8% | 3,353 | +2.9% | 0.04% | -4.4% |
| Q3 2021 | $806,000 | -6.5% | 3,259 | -6.6% | 0.04% | -13.5% |
| Q2 2021 | $862,000 | +78.5% | 3,490 | +65.5% | 0.05% | +52.9% |
| Q1 2021 | $483,000 | -0.6% | 2,109 | -3.7% | 0.03% | -5.6% |
| Q4 2020 | $486,000 | -99.8% | 2,190 | +49.4% | 0.04% | +38.5% |
| Q3 2020 | $299,000,000 | – | 1,466 | – | 0.03% | – |
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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% |