VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,275,007 | -4.7% | 5,423 | -0.8% | 1.18% | +1.4% |
| Q2 2023 | $1,337,625 | +3.1% | 5,464 | +0.4% | 1.16% | +7.3% |
| Q1 2023 | $1,297,153 | -2.5% | 5,440 | +1.4% | 1.08% | -0.9% |
| Q4 2022 | $1,330,333 | +20.6% | 5,363 | +8.7% | 1.09% | +39.7% |
| Q3 2022 | $1,103,000 | -9.8% | 4,934 | +2.6% | 0.78% | +17.3% |
| Q1 2022 | $1,223,000 | -2.8% | 4,809 | +1.8% | 0.67% | +0.3% |
| Q4 2021 | $1,258,000 | +8.5% | 4,723 | +0.7% | 0.66% | +2.5% |
| Q3 2021 | $1,159,000 | -2.2% | 4,692 | -2.2% | 0.65% | -0.6% |
| Q2 2021 | $1,185,000 | +6.9% | 4,798 | -1.0% | 0.65% | +0.6% |
| Q1 2021 | $1,108,000 | +1.6% | 4,845 | -0.7% | 0.65% | -4.7% |
| Q4 2020 | $1,091,000 | +15.4% | 4,880 | +5.3% | 0.68% | +0.9% |
| Q3 2020 | $945,000 | +31.4% | 4,635 | +24.1% | 0.67% | +14.8% |
| Q2 2020 | $719,000 | +52.3% | 3,735 | +31.4% | 0.59% | +18.3% |
| Q1 2020 | $472,000 | -6.5% | 2,843 | +7.8% | 0.50% | +17.5% |
| Q4 2019 | $505,000 | – | 2,638 | – | 0.42% | – |
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% |