VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 762 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $110,497 | -4.0% | 470 | 0.0% | 0.10% | -1.0% |
| Q2 2023 | $115,065 | +2.7% | 470 | 0.0% | 0.10% | -2.0% |
| Q1 2023 | $112,076 | -3.9% | 470 | 0.0% | 0.10% | 0.0% |
| Q4 2022 | $116,584 | +11.0% | 470 | 0.0% | 0.10% | +5.4% |
| Q3 2022 | $105,000 | -5.4% | 470 | 0.0% | 0.09% | +9.4% |
| Q2 2022 | $111,000 | -7.5% | 470 | 0.0% | 0.08% | +7.6% |
| Q1 2022 | $120,000 | -4.0% | 470 | 0.0% | 0.08% | +5.3% |
| Q4 2021 | $125,000 | +7.8% | 470 | 0.0% | 0.08% | +11.9% |
| Q3 2021 | $116,000 | 0.0% | 470 | 0.0% | 0.07% | -53.1% |
| Q2 2021 | $116,000 | +7.4% | 470 | 0.0% | 0.14% | -2.7% |
| Q1 2021 | $108,000 | – | 470 | – | 0.15% | – |
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% |