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 | $5,635,618 | -6.6% | 23,971 | -2.8% | 2.75% | +0.8% |
| Q2 2023 | $6,036,012 | +4.7% | 24,655 | +2.0% | 2.73% | +1.3% |
| Q1 2023 | $5,762,923 | +144697.1% | 24,167 | +50.6% | 2.69% | +33.3% |
| Q4 2022 | $3,980 | -99.9% | 16,046 | +0.9% | 2.02% | +8.4% |
| Q3 2022 | $3,559,000 | +356.3% | 15,908 | +380.3% | 1.86% | +372.6% |
| Q2 2022 | $780,000 | -23.7% | 3,312 | -17.6% | 0.39% | -11.1% |
| Q1 2022 | $1,022,000 | +146.3% | 4,018 | +157.9% | 0.44% | +151.7% |
| Q4 2021 | $415,000 | -7.2% | 1,558 | -13.9% | 0.18% | -65.7% |
| Q3 2021 | $447,000 | -21.2% | 1,810 | -27.0% | 0.51% | +95.1% |
| Q1 2021 | $567,000 | -66.4% | 2,479 | -67.1% | 0.26% | -70.3% |
| Q4 2020 | $1,688,000 | -2.3% | 7,545 | -11.0% | 0.89% | -4.6% |
| Q3 2020 | $1,728,000 | -46.2% | 8,473 | -49.2% | 0.93% | -51.6% |
| Q2 2020 | $3,212,000 | -15.5% | 16,671 | -27.1% | 1.92% | -29.0% |
| Q1 2020 | $3,800,000 | +13.6% | 22,876 | +31.1% | 2.70% | +35.7% |
| Q4 2019 | $3,345,000 | – | 17,443 | – | 1.99% | – |
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% |