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 | $684,995 | -4.1% | 2,915 | 0.0% | 0.04% | -6.4% |
Q2 2023 | $713,985 | +2.8% | 2,915 | 0.0% | 0.05% | -7.8% |
Q1 2023 | $694,819 | -4.0% | 2,915 | 0.0% | 0.05% | -7.3% |
Q4 2022 | $723,430 | -14.0% | 2,915 | -22.6% | 0.06% | -24.7% |
Q3 2022 | $841,000 | +57.5% | 3,765 | +66.2% | 0.07% | +62.2% |
Q2 2022 | $534,000 | -7.5% | 2,265 | 0.0% | 0.04% | +9.8% |
Q1 2022 | $577,000 | -4.5% | 2,265 | 0.0% | 0.04% | 0.0% |
Q4 2021 | $604,000 | +7.9% | 2,265 | 0.0% | 0.04% | -2.4% |
Q3 2021 | $560,000 | +74.5% | 2,265 | +74.2% | 0.04% | +68.0% |
Q2 2021 | $321,000 | +8.1% | 1,300 | 0.0% | 0.02% | -7.4% |
Q1 2021 | $297,000 | +2.1% | 1,300 | 0.0% | 0.03% | -18.2% |
Q4 2020 | $291,000 | +9.8% | 1,300 | 0.0% | 0.03% | -10.8% |
Q3 2020 | $265,000 | +5.6% | 1,300 | 0.0% | 0.04% | -5.1% |
Q2 2020 | $251,000 | – | 1,300 | – | 0.04% | – |
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% |