VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 826 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.39 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,081 | +136.5% | 8,850 | +146.3% | 0.43% | +127.2% |
| Q2 2023 | $880 | +9.9% | 3,593 | +7.0% | 0.19% | -4.5% |
| Q1 2023 | $801 | -9.2% | 3,358 | -5.5% | 0.20% | -13.8% |
| Q4 2022 | $882 | -99.9% | 3,555 | -25.0% | 0.23% | -21.6% |
| Q3 2022 | $1,061,000 | -17.1% | 4,742 | -12.8% | 0.30% | -10.6% |
| Q2 2022 | $1,280,000 | -15.1% | 5,437 | -8.3% | 0.33% | -37.4% |
| Q1 2022 | $1,507,000 | -1.8% | 5,926 | +2.9% | 0.53% | +48.6% |
| Q4 2021 | $1,535,000 | +8.9% | 5,760 | +1.0% | 0.36% | -2.5% |
| Q3 2021 | $1,410,000 | -1.7% | 5,704 | -1.8% | 0.36% | -3.2% |
| Q2 2021 | $1,435,000 | +3.2% | 5,807 | -4.5% | 0.38% | +1.9% |
| Q1 2021 | $1,391,000 | -2.4% | 6,082 | -4.5% | 0.37% | -14.5% |
| Q4 2020 | $1,425,000 | +30.4% | 6,368 | +18.9% | 0.43% | -3.3% |
| Q3 2020 | $1,093,000 | +34.6% | 5,356 | +27.1% | 0.45% | +18.8% |
| Q2 2020 | $812,000 | – | 4,213 | – | 0.38% | – |
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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% |