VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 876 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $246,692 | -12.2% | 1,049 | -8.6% | 0.01% | -16.7% |
| Q2 2023 | $281,129 | +2.6% | 1,148 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $273,938 | +5.3% | 1,148 | +9.5% | 0.01% | -14.3% |
| Q4 2022 | $260,033 | +10.7% | 1,048 | 0.0% | 0.01% | +16.7% |
| Q3 2022 | $235,000 | -6.7% | 1,048 | -1.9% | 0.01% | -25.0% |
| Q2 2022 | $252,000 | -7.4% | 1,068 | 0.0% | 0.01% | +33.3% |
| Q1 2022 | $272,000 | -4.6% | 1,068 | 0.0% | 0.01% | -14.3% |
| Q4 2021 | $285,000 | -20.2% | 1,068 | -26.1% | 0.01% | -22.2% |
| Q3 2021 | $357,000 | +35.2% | 1,445 | +35.3% | 0.01% | +12.5% |
| Q2 2021 | $264,000 | +4.3% | 1,068 | -3.5% | 0.01% | -20.0% |
| Q1 2021 | $253,000 | -44.6% | 1,107 | -53.4% | 0.01% | -66.7% |
| Q2 2020 | $457,000 | – | 2,373 | – | 0.03% | – |
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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% |