VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 22 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $47,020 | -12.3% | 200 | -8.7% | 0.02% | -9.1% |
| Q2 2023 | $53,616 | +111600.0% | 219 | +9.5% | 0.02% | 0.0% |
| Q1 2023 | $48 | -4.0% | 200 | 0.0% | 0.02% | -8.3% |
| Q4 2022 | $50 | -99.9% | 200 | 0.0% | 0.02% | +26.3% |
| Q2 2022 | $47,000 | -7.8% | 200 | 0.0% | 0.02% | -5.0% |
| Q1 2022 | $51,000 | -3.8% | 200 | 0.0% | 0.02% | -13.0% |
| Q4 2021 | $53,000 | +8.2% | 200 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $49,000 | 0.0% | 200 | 0.0% | 0.02% | -4.2% |
| Q2 2021 | $49,000 | +6.5% | 200 | 0.0% | 0.02% | +14.3% |
| Q1 2021 | $46,000 | +4.5% | 200 | 0.0% | 0.02% | +5.0% |
| Q4 2020 | $44,000 | +4.8% | 200 | -2.4% | 0.02% | -16.7% |
| Q3 2020 | $42,000 | +4100.0% | 205 | +4000.0% | 0.02% | +2300.0% |
| Q2 2020 | $1,000 | – | 5 | – | 0.00% | – |
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% |