VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 916 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $508,418 | -3.6% | 2,163 | +0.4% | 0.03% | 0.0% |
| Q2 2023 | $527,515 | -49.6% | 2,155 | -50.9% | 0.03% | -5.6% |
| Q1 2023 | $1,045,746 | +92.9% | 4,386 | +100.6% | 0.04% | -5.3% |
| Q4 2022 | $542,183 | +11.8% | 2,186 | +0.7% | 0.04% | -5.0% |
| Q3 2022 | $485,000 | -11.8% | 2,170 | +0.3% | 0.04% | +5.3% |
| Q1 2022 | $550,000 | +81.5% | 2,163 | +37.6% | 0.04% | +18.8% |
| Q2 2020 | $303,000 | -85.8% | 1,572 | -87.8% | 0.03% | -87.3% |
| Q1 2020 | $2,140,000 | -17.1% | 12,887 | -4.2% | 0.25% | +1.6% |
| Q4 2019 | $2,580,000 | -40.1% | 13,454 | -47.5% | 0.25% | -43.0% |
| Q3 2019 | $4,310,000 | -0.7% | 25,610 | +2.6% | 0.44% | -4.2% |
| Q2 2019 | $4,342,000 | -0.5% | 24,964 | -1.4% | 0.45% | -2.8% |
| Q1 2019 | $4,366,000 | +7.6% | 25,312 | +0.1% | 0.47% | -0.8% |
| Q4 2018 | $4,059,000 | – | 25,277 | – | 0.47% | – |
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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% |