VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 898 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $312,699 | -10.8% | 1,330 | -7.1% | 0.07% | -9.1% |
Q2 2023 | $350,597 | +2.7% | 1,432 | 0.0% | 0.08% | -6.1% |
Q1 2023 | $341,489 | -3.9% | 1,432 | 0.0% | 0.08% | -7.9% |
Q4 2022 | $355,221 | +11.0% | 1,432 | 0.0% | 0.09% | +1.1% |
Q3 2022 | $320,000 | +276.5% | 1,432 | +315.1% | 0.09% | +388.9% |
Q3 2021 | $85,000 | +2.4% | 345 | +3.0% | 0.02% | +5.9% |
Q2 2021 | $83,000 | +6.4% | 335 | -1.5% | 0.02% | 0.0% |
Q1 2021 | $78,000 | +2.6% | 340 | 0.0% | 0.02% | 0.0% |
Q4 2020 | $76,000 | +5.6% | 340 | -4.2% | 0.02% | -15.0% |
Q3 2020 | $72,000 | +5.9% | 355 | 0.0% | 0.02% | -9.1% |
Q2 2020 | $68,000 | -72.4% | 355 | -76.0% | 0.02% | -77.8% |
Q1 2020 | $246,000 | -75.6% | 1,480 | -71.8% | 0.10% | -60.7% |
Q4 2019 | $1,007,000 | +18.3% | 5,250 | +3.4% | 0.25% | -37.9% |
Q3 2019 | $851,000 | -3.6% | 5,075 | 0.0% | 0.41% | +6.3% |
Q2 2019 | $883,000 | +0.9% | 5,075 | 0.0% | 0.38% | -5.0% |
Q1 2019 | $875,000 | +6.7% | 5,075 | -0.6% | 0.40% | +7.5% |
Q4 2018 | $820,000 | – | 5,105 | – | 0.37% | – |
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% |