VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 826 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.39 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,520 | +17.6% | 49 | +22.5% | 0.00% | 0.0% |
| Q2 2023 | $9,793 | +2.7% | 40 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $9,538 | -3.9% | 40 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $9,922 | +10.2% | 40 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $9,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $9,000 | -10.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $10,000 | -9.1% | 40 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $11,000 | +10.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $10,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $10,000 | -99.9% | 40 | 0.0% | 0.00% | -50.0% |
| Q1 2021 | $9,150,000 | +101566.7% | 40 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $9,000 | +12.5% | 40 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $8,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $8,000 | +14.3% | 40 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $7,000 | -56.2% | 40 | -50.0% | 0.00% | -33.3% |
| Q4 2019 | $16,000 | +128.6% | 80 | +100.0% | 0.00% | +50.0% |
| Q3 2019 | $7,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $7,000 | -50.0% | 40 | -51.8% | 0.00% | -66.7% |
| Q1 2019 | $14,000 | +7.7% | 83 | 0.0% | 0.01% | -14.3% |
| Q4 2018 | $13,000 | -13.3% | 83 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $15,000 | +15.4% | 83 | 0.0% | 0.01% | -12.5% |
| Q2 2018 | $13,000 | 0.0% | 83 | 0.0% | 0.01% | -11.1% |
| Q1 2018 | $13,000 | 0.0% | 83 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $13,000 | – | 83 | – | 0.01% | – |
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% |