VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 728 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 1.03 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,203,663 | +49.7% | 13,627 | +55.9% | 0.18% | +58.6% |
| Q2 2023 | $2,140,460 | +175.4% | 8,743 | +169.0% | 0.11% | +170.7% |
| Q1 2023 | $777,202 | +41.8% | 3,250 | +47.1% | 0.04% | +24.2% |
| Q4 2022 | $548,190 | -55.2% | 2,210 | -59.6% | 0.03% | -61.2% |
| Q3 2022 | $1,224,000 | -35.6% | 5,470 | -32.2% | 0.08% | -40.6% |
| Q2 2022 | $1,901,000 | +3.0% | 8,070 | +11.2% | 0.14% | -3.4% |
| Q1 2022 | $1,846,000 | +184500.0% | 7,255 | +120816.7% | 0.15% | – |
| Q3 2021 | $1,000 | 0.0% | 6 | +20.0% | 0.00% | – |
| Q2 2021 | $1,000 | -96.0% | 5 | -95.4% | 0.00% | -100.0% |
| Q1 2021 | $25,000 | – | 109 | – | 0.00% | – |
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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% |