VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 826 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.39 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $398,223 | -94.8% | 1,694 | -94.6% | 0.02% | -94.6% |
| Q2 2023 | $7,642,279 | +1759.4% | 31,216 | +1710.7% | 0.37% | +1376.0% |
| Q1 2023 | $411,001 | -0.1% | 1,724 | +4.0% | 0.02% | -13.8% |
| Q4 2022 | $411,267 | -10.4% | 1,658 | -19.2% | 0.03% | -23.7% |
| Q3 2022 | $459,000 | +8.0% | 2,051 | +13.8% | 0.04% | +8.6% |
| Q2 2022 | $425,000 | -34.7% | 1,803 | -29.5% | 0.04% | -23.9% |
| Q1 2022 | $651,000 | -12.0% | 2,559 | -7.8% | 0.05% | -16.4% |
| Q4 2021 | $740,000 | +44.8% | 2,776 | +34.3% | 0.06% | -21.4% |
| Q3 2021 | $511,000 | +98.8% | 2,067 | +98.6% | 0.07% | +52.2% |
| Q2 2021 | $257,000 | -1.5% | 1,041 | -8.8% | 0.05% | -8.0% |
| Q1 2021 | $261,000 | -89.4% | 1,141 | -89.6% | 0.05% | -92.5% |
| Q4 2020 | $2,459,000 | +10591.3% | 10,992 | +9060.0% | 0.67% | +5023.1% |
| Q2 2020 | $23,000 | – | 120 | – | 0.01% | – |
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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% |