VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 898 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,551,502 | -0.1% | 15,050 | +4.1% | 1.97% | +1.7% |
| Q2 2023 | $3,553,321 | +2.0% | 14,462 | -1.0% | 1.93% | +7.3% |
| Q1 2023 | $3,483,699 | -5.3% | 14,609 | -1.5% | 1.80% | -9.9% |
| Q4 2022 | $3,680,101 | +14.2% | 14,836 | +3.4% | 2.00% | +2.7% |
| Q3 2022 | $3,222,000 | -6.0% | 14,352 | -1.3% | 1.95% | +0.3% |
| Q2 2022 | $3,426,000 | -8.2% | 14,545 | -0.9% | 1.94% | +7.6% |
| Q1 2022 | $3,733,000 | -8.5% | 14,675 | -4.2% | 1.80% | +4.0% |
| Q4 2021 | $4,082,000 | +9.8% | 15,322 | +2.2% | 1.73% | +4.8% |
| Q3 2021 | $3,717,000 | +1.1% | 14,988 | +0.7% | 1.65% | -7.2% |
| Q2 2021 | $3,677,000 | +0.4% | 14,878 | -7.1% | 1.78% | -1.8% |
| Q1 2021 | $3,662,000 | +11.8% | 16,009 | +9.4% | 1.82% | -19.4% |
| Q4 2020 | $3,275,000 | +33.9% | 14,638 | +22.1% | 2.25% | +12.0% |
| Q3 2020 | $2,445,000 | +7.4% | 11,985 | +1.4% | 2.01% | -4.6% |
| Q2 2020 | $2,276,000 | -10.6% | 11,814 | -22.9% | 2.11% | -16.3% |
| Q1 2020 | $2,545,000 | -3.2% | 15,323 | +11.7% | 2.52% | +35.0% |
| Q4 2019 | $2,630,000 | +4.6% | 13,716 | -8.2% | 1.86% | -0.2% |
| Q3 2019 | $2,514,000 | -5.5% | 14,937 | -2.4% | 1.87% | -1.6% |
| Q2 2019 | $2,661,000 | +2.0% | 15,301 | +1.2% | 1.90% | +1.2% |
| Q1 2019 | $2,608,000 | -10.8% | 15,120 | -16.9% | 1.88% | -10.8% |
| Q4 2018 | $2,923,000 | -5.8% | 18,203 | +5.8% | 2.10% | +2.6% |
| Q3 2018 | $3,103,000 | -30.5% | 17,198 | -38.6% | 2.05% | -1.6% |
| Q2 2018 | $4,467,000 | +11.4% | 27,995 | +7.3% | 2.08% | +3.9% |
| Q1 2018 | $4,010,000 | +3.6% | 26,085 | +3.9% | 2.00% | +0.8% |
| Q4 2017 | $3,870,000 | -2.9% | 25,106 | -3.9% | 1.99% | -13.5% |
| Q3 2017 | $3,985,000 | +51.5% | 26,112 | +46.8% | 2.30% | +7.3% |
| Q2 2017 | $2,630,000 | +12.2% | 17,784 | +4.6% | 2.14% | +3.2% |
| Q1 2017 | $2,343,000 | +51.1% | 17,001 | +39.0% | 2.08% | +39.9% |
| Q4 2016 | $1,551,000 | – | 12,233 | – | 1.48% | – |
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% |