VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 762 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,494,936 | +29.0% | 10,612 | +34.4% | 0.08% | +20.3% |
| Q2 2023 | $1,933,480 | +27.1% | 7,898 | +23.8% | 0.06% | +18.5% |
| Q1 2023 | $1,521,294 | -67.7% | 6,380 | -65.1% | 0.05% | -70.3% |
| Q1 2022 | $4,704,000 | +124.6% | 18,295 | +123.5% | 0.18% | +130.4% |
| Q4 2021 | $2,094,000 | +36.6% | 8,184 | +30.8% | 0.08% | +17.9% |
| Q3 2021 | $1,533,000 | +104.9% | 6,258 | +68.8% | 0.07% | -59.1% |
| Q3 2020 | $748,000 | -99.1% | 3,707 | -99.2% | 0.16% | -97.9% |
| Q2 2020 | $87,941,000 | – | 449,483 | – | 7.78% | – |
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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% |