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 | $598,268 | -17.0% | 2,545 | -13.5% | 0.13% | -1.5% |
| Q2 2023 | $720,604 | +2.7% | 2,943 | 0.0% | 0.13% | -4.3% |
| Q1 2023 | $701,884 | -3.9% | 2,943 | 0.0% | 0.14% | -9.2% |
| Q4 2022 | $730,037 | +10.8% | 2,943 | +0.1% | 0.15% | +9.3% |
| Q3 2022 | $659,000 | -4.6% | 2,939 | +0.2% | 0.14% | +0.7% |
| Q2 2022 | $691,000 | -9.0% | 2,934 | -1.7% | 0.14% | +12.1% |
| Q1 2022 | $759,000 | -89.1% | 2,984 | -88.6% | 0.12% | -88.6% |
| Q4 2021 | $6,988,000 | -43.8% | 26,230 | -47.9% | 1.08% | -47.8% |
| Q3 2021 | $12,433,000 | +0.3% | 50,305 | +0.3% | 2.08% | -3.5% |
| Q2 2021 | $12,392,000 | +7.2% | 50,145 | -0.8% | 2.15% | -5.9% |
| Q1 2021 | $11,559,000 | +4311.8% | 50,531 | +4218.9% | 2.28% | +4054.5% |
| Q4 2020 | $262,000 | +17.0% | 1,170 | +6.8% | 0.06% | +7.8% |
| Q3 2020 | $224,000 | – | 1,095 | – | 0.05% | – |
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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% |