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 2022 | $600,000 | -4.9% | 2,680 | 0.0% | 0.05% | -10.9% |
| Q2 2022 | $631,000 | -7.5% | 2,680 | 0.0% | 0.06% | +17.0% |
| Q1 2022 | $682,000 | -4.5% | 2,680 | 0.0% | 0.05% | -7.8% |
| Q4 2021 | $714,000 | +7.9% | 2,680 | 0.0% | 0.05% | -3.8% |
| Q3 2021 | $662,000 | 0.0% | 2,680 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $662,000 | +8.0% | 2,680 | 0.0% | 0.05% | +3.9% |
| Q1 2021 | $613,000 | +2.2% | 2,680 | 0.0% | 0.05% | 0.0% |
| Q4 2020 | $600,000 | +2.7% | 2,680 | -6.5% | 0.05% | -12.1% |
| Q3 2020 | $584,000 | +5.8% | 2,865 | +0.0% | 0.06% | 0.0% |
| Q2 2020 | $552,000 | +16.0% | 2,864 | +0.0% | 0.06% | +1.8% |
| Q1 2020 | $476,000 | -13.3% | 2,863 | 0.0% | 0.06% | +7.5% |
| Q4 2019 | $549,000 | +14.4% | 2,863 | +0.0% | 0.05% | +8.2% |
| Q3 2019 | $480,000 | -23.0% | 2,862 | -20.1% | 0.05% | -18.3% |
| Q2 2019 | $623,000 | +0.8% | 3,582 | +0.1% | 0.06% | -1.6% |
| Q1 2019 | $618,000 | +7.5% | 3,580 | +0.0% | 0.06% | -1.6% |
| Q4 2018 | $575,000 | – | 3,579 | – | 0.06% | – |
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% |