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 | $3,204,654 | -11.5% | 13,583 | -7.9% | 0.11% | -10.3% |
| Q2 2023 | $3,622,125 | +3.0% | 14,742 | 0.0% | 0.13% | -1.6% |
| Q1 2023 | $3,515,430 | -19.7% | 14,742 | -16.4% | 0.13% | -19.0% |
| Q4 2022 | $4,376,153 | -18.6% | 17,642 | -26.3% | 0.16% | -27.2% |
| Q3 2022 | $5,377,000 | +24.8% | 23,948 | +30.9% | 0.22% | +36.5% |
| Q2 2022 | $4,309,000 | -7.4% | 18,298 | 0.0% | 0.16% | +4.6% |
| Q1 2022 | $4,655,000 | +17.0% | 18,298 | +22.6% | 0.15% | +20.6% |
| Q4 2021 | $3,978,000 | +6.7% | 14,931 | -0.7% | 0.13% | -10.0% |
| Q3 2021 | $3,729,000 | +0.6% | 15,034 | +0.2% | 0.14% | -0.7% |
| Q2 2021 | $3,707,000 | +465.1% | 15,002 | +422.9% | 0.14% | +370.0% |
| Q1 2021 | $656,000 | +64.0% | 2,869 | +60.4% | 0.03% | +11.1% |
| Q4 2020 | $400,000 | +9.6% | 1,789 | 0.0% | 0.03% | -10.0% |
| Q3 2020 | $365,000 | +5.8% | 1,789 | 0.0% | 0.03% | -9.1% |
| Q2 2020 | $345,000 | -99.9% | 1,789 | 0.0% | 0.03% | -21.4% |
| Q1 2020 | $297,135,000 | +2.9% | 1,789 | +4.3% | 0.04% | +16.7% |
| Q3 2019 | $288,656,000 | – | 1,715 | – | 0.04% | – |
Download | ||||||
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% |