VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 22 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,240,388 | -4.0% | 5,276 | 0.0% | 0.87% | +0.2% |
| Q2 2023 | $1,291,670 | -1.0% | 5,276 | -3.5% | 0.86% | -4.8% |
| Q1 2023 | $1,304,376 | -7.6% | 5,470 | -3.9% | 0.91% | -14.0% |
| Q4 2022 | $1,411,901 | +6.7% | 5,692 | -3.7% | 1.06% | +1.7% |
| Q3 2022 | $1,323,000 | -3.6% | 5,912 | +1.4% | 1.04% | +7.2% |
| Q2 2022 | $1,373,000 | -10.7% | 5,832 | -3.5% | 0.97% | +3.6% |
| Q1 2022 | $1,538,000 | -5.3% | 6,045 | -0.8% | 0.94% | -9.4% |
| Q4 2021 | $1,624,000 | +6.4% | 6,096 | -1.3% | 1.03% | +14.0% |
| Q3 2021 | $1,527,000 | 0.0% | 6,178 | 0.0% | 0.90% | -0.8% |
| Q2 2021 | $1,527,000 | +7.7% | 6,178 | -0.4% | 0.91% | +44.1% |
| Q1 2021 | $1,418,000 | +1.0% | 6,200 | -1.2% | 0.63% | -35.4% |
| Q4 2020 | $1,404,000 | +10.0% | 6,275 | +0.3% | 0.98% | -17.7% |
| Q3 2020 | $1,276,000 | +5.4% | 6,255 | -0.5% | 1.19% | +9.4% |
| Q2 2020 | $1,211,000 | +17.2% | 6,285 | +1.1% | 1.09% | -5.2% |
| Q1 2020 | $1,033,000 | -25.4% | 6,217 | -13.9% | 1.15% | -8.8% |
| Q4 2019 | $1,385,000 | +13.1% | 7,221 | -1.2% | 1.26% | -0.2% |
| Q3 2019 | $1,225,000 | -2.9% | 7,308 | +0.8% | 1.26% | -4.6% |
| Q2 2019 | $1,261,000 | +46.5% | 7,248 | -95.1% | 1.32% | +1967.2% |
| Q1 2019 | $861,000 | – | 149,189 | – | 0.06% | – |
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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% |