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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $234,048 | -1.5% | 956 | -4.0% | 0.03% | -6.9% |
| Q1 2023 | $237,507 | -5.4% | 996 | -1.6% | 0.03% | -6.5% |
| Q4 2022 | $251,027 | +11.1% | 1,012 | 0.0% | 0.03% | +3.3% |
| Q3 2022 | $226,000 | -33.1% | 1,012 | -29.6% | 0.03% | -28.6% |
| Q2 2022 | $338,000 | -7.7% | 1,437 | 0.0% | 0.04% | +7.7% |
| Q1 2022 | $366,000 | -9.2% | 1,437 | -5.0% | 0.04% | -9.3% |
| Q4 2021 | $403,000 | +29.6% | 1,512 | +20.2% | 0.04% | +26.5% |
| Q3 2021 | $311,000 | -15.0% | 1,258 | -15.2% | 0.03% | -17.1% |
| Q2 2021 | $366,000 | +9.3% | 1,483 | +1.4% | 0.04% | +5.1% |
| Q1 2021 | $335,000 | -14.8% | 1,463 | -16.6% | 0.04% | -29.1% |
| Q4 2020 | $393,000 | +1.3% | 1,755 | -7.6% | 0.06% | -12.7% |
| Q3 2020 | $388,000 | -9.8% | 1,900 | -14.8% | 0.06% | -17.1% |
| Q2 2020 | $430,000 | +19.8% | 2,230 | +3.3% | 0.08% | +4.1% |
| Q1 2020 | $359,000 | -5.0% | 2,159 | +9.4% | 0.07% | -25.5% |
| Q4 2019 | $378,000 | +49.4% | 1,974 | +30.8% | 0.10% | +50.8% |
| Q3 2019 | $253,000 | -1.9% | 1,509 | +1.7% | 0.06% | -7.1% |
| Q2 2019 | $258,000 | -6.5% | 1,484 | -7.2% | 0.07% | -12.5% |
| Q1 2019 | $276,000 | +14.5% | 1,600 | +6.7% | 0.08% | -3.6% |
| Q4 2018 | $241,000 | -16.6% | 1,500 | -6.2% | 0.08% | -10.8% |
| Q3 2018 | $289,000 | +13.3% | 1,600 | 0.0% | 0.09% | +6.9% |
| Q2 2018 | $255,000 | +3.7% | 1,600 | 0.0% | 0.09% | -5.4% |
| Q1 2018 | $246,000 | +16.0% | 1,600 | +16.4% | 0.09% | -3.2% |
| Q4 2017 | $212,000 | +64.3% | 1,375 | +61.8% | 0.10% | +48.4% |
| Q3 2017 | $129,000 | -0.8% | 850 | -4.0% | 0.06% | +12.3% |
| Q2 2017 | $130,000 | – | 885 | – | 0.06% | – |
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% |