VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 898 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $72,701 | -3.9% | 309 | 0.0% | 0.03% | -6.1% |
| Q2 2023 | $75,659 | +2.7% | 309 | 0.0% | 0.03% | -8.3% |
| Q1 2023 | $73,693 | +6.2% | 309 | +10.4% | 0.04% | -2.7% |
| Q4 2022 | $69,421 | +10.2% | 280 | +0.4% | 0.04% | +12.1% |
| Q3 2022 | $63,000 | -4.5% | 279 | 0.0% | 0.03% | +3.1% |
| Q2 2022 | $66,000 | -7.0% | 279 | 0.0% | 0.03% | +10.3% |
| Q1 2022 | $71,000 | -4.1% | 279 | 0.0% | 0.03% | -3.3% |
| Q4 2021 | $74,000 | +13.8% | 279 | +6.1% | 0.03% | 0.0% |
| Q3 2021 | $65,000 | +983.3% | 263 | +630.6% | 0.03% | +650.0% |
| Q4 2019 | $6,000 | – | 36 | – | 0.00% | – |
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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% |