VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 893 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $653,944 | -4.0% | 2,782 | +0.0% | 0.06% | +5.3% |
| Q2 2023 | $680,848 | +2.7% | 2,781 | 0.0% | 0.06% | -1.7% |
| Q1 2023 | $663,161 | -3.2% | 2,781 | -0.5% | 0.06% | -1.7% |
| Q4 2022 | $685,205 | +13.3% | 2,794 | +3.3% | 0.06% | -4.8% |
| Q3 2022 | $605,000 | -46.7% | 2,705 | -43.9% | 0.06% | -44.1% |
| Q2 2022 | $1,136,000 | +164.8% | 4,826 | +185.7% | 0.11% | +200.0% |
| Q1 2022 | $429,000 | +4.4% | 1,689 | +9.5% | 0.04% | +5.7% |
| Q4 2021 | $411,000 | -56.8% | 1,543 | -59.9% | 0.04% | -59.3% |
| Q3 2021 | $952,000 | +332.7% | 3,852 | +331.4% | 0.09% | +330.0% |
| Q2 2021 | $220,000 | +8.4% | 893 | +0.3% | 0.02% | 0.0% |
| Q1 2021 | $203,000 | -99.8% | 890 | +59.5% | 0.02% | +42.9% |
| Q2 2020 | $107,653,000 | – | 558 | – | 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% |