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 | $2,383,821 | +8.0% | 10,138 | +12.4% | 0.03% | -16.7% |
| Q2 2023 | $2,207,748 | -5.1% | 9,018 | -7.6% | 0.04% | -10.0% |
| Q1 2023 | $2,327,571 | -1.7% | 9,761 | +2.2% | 0.04% | -13.0% |
| Q4 2022 | $2,368,865 | +14.9% | 9,549 | +3.5% | 0.05% | 0.0% |
| Q3 2022 | $2,061,000 | +5.9% | 9,223 | +11.5% | 0.05% | +12.2% |
| Q2 2022 | $1,947,000 | -5.9% | 8,270 | +1.7% | 0.04% | +46.4% |
| Q1 2022 | $2,068,000 | +243.0% | 8,128 | +259.2% | 0.03% | +75.0% |
| Q4 2021 | $603,000 | +21.1% | 2,263 | +12.4% | 0.02% | +33.3% |
| Q3 2021 | $498,000 | +18.0% | 2,014 | +17.8% | 0.01% | -20.0% |
| Q2 2021 | $422,000 | +23.8% | 1,709 | +14.8% | 0.02% | -28.6% |
| Q1 2021 | $341,000 | -5.5% | 1,489 | -7.7% | 0.02% | -16.0% |
| Q4 2020 | $361,000 | -89.5% | 1,613 | -90.4% | 0.02% | -92.5% |
| Q3 2020 | $3,430,000 | – | 16,814 | – | 0.33% | – |
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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% |