VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $381,940 | -22.2% | 1,625 | -19.0% | 0.05% | -24.3% |
| Q2 2023 | $490,771 | -20.8% | 2,005 | -22.9% | 0.07% | -27.8% |
| Q1 2023 | $619,904 | -10.1% | 2,600 | -6.4% | 0.10% | -24.8% |
| Q4 2022 | $689,329 | -13.1% | 2,779 | -21.6% | 0.13% | -13.4% |
| Q3 2022 | $793,000 | -16.0% | 3,545 | -11.8% | 0.15% | -19.5% |
| Q2 2022 | $944,000 | -4.6% | 4,017 | -3.0% | 0.18% | +20.1% |
| Q1 2022 | $989,000 | +601.4% | 4,140 | +387.6% | 0.15% | +250.0% |
| Q1 2020 | $141,000 | -15.6% | 849 | -2.7% | 0.04% | -20.0% |
| Q4 2019 | $167,000 | – | 873 | – | 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% |