VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.75 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,156,478 | +2.4% | 13,426 | +6.6% | 0.20% | +8.5% |
| Q2 2023 | $3,083,966 | +8.6% | 12,597 | +5.7% | 0.19% | +2.2% |
| Q1 2023 | $2,840,666 | +0.6% | 11,913 | +4.6% | 0.18% | -7.5% |
| Q4 2022 | $2,824,511 | +110405.1% | 11,387 | -0.4% | 0.20% | -0.5% |
| Q3 2022 | $2,556 | +4.6% | 11,428 | +10.1% | 0.20% | +3.6% |
| Q2 2022 | $2,444 | -8.6% | 10,379 | -1.3% | 0.19% | +6.6% |
| Q1 2022 | $2,674 | +2.1% | 10,512 | +6.9% | 0.18% | -10.8% |
| Q4 2021 | $2,619 | +986.7% | 9,829 | +907.1% | 0.20% | +745.8% |
| Q3 2021 | $241 | 0.0% | 976 | 0.0% | 0.02% | -17.2% |
| Q2 2021 | $241 | -99.9% | 976 | -43.4% | 0.03% | -60.8% |
| Q1 2020 | $287,000 | +32.9% | 1,725 | +53.3% | 0.07% | +39.6% |
| Q4 2019 | $216,000 | -40.8% | 1,125 | -48.3% | 0.05% | -43.0% |
| Q3 2019 | $365,000 | +8.6% | 2,174 | +12.6% | 0.09% | -8.8% |
| Q2 2019 | $336,000 | -63.7% | 1,930 | -64.0% | 0.10% | -70.0% |
| Q1 2019 | $925,000 | +1.1% | 5,362 | -5.9% | 0.34% | -36.2% |
| Q4 2018 | $915,000 | – | 5,697 | – | 0.53% | – |
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% |