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 | $1,053,083 | -1.4% | 4,479 | +2.7% | 0.10% | -19.4% |
| Q2 2023 | $1,067,731 | +6.1% | 4,361 | +3.3% | 0.12% | +3.3% |
| Q1 2023 | $1,006,609 | +2.1% | 4,221 | +6.2% | 0.12% | -8.4% |
| Q4 2022 | $986,269 | +15.4% | 3,976 | +4.0% | 0.13% | +0.8% |
| Q3 2022 | $855,000 | +3.4% | 3,822 | +8.8% | 0.13% | +5.7% |
| Q2 2022 | $827,000 | -8.0% | 3,512 | -0.7% | 0.12% | +4.2% |
| Q1 2022 | $899,000 | -6.6% | 3,536 | -2.2% | 0.12% | -7.8% |
| Q4 2021 | $963,000 | +10.6% | 3,614 | +2.6% | 0.13% | +1.6% |
| Q3 2021 | $871,000 | -8.1% | 3,524 | -8.1% | 0.13% | +9.6% |
| Q2 2021 | $948,000 | +39.6% | 3,836 | +29.2% | 0.12% | +2.7% |
| Q1 2021 | $679,000 | +2.6% | 2,970 | +0.4% | 0.11% | -19.4% |
| Q4 2020 | $662,000 | -99.9% | 2,959 | +14.8% | 0.14% | -48.9% |
| Q3 2020 | $542,967,000 | +4.4% | 2,578 | -1.5% | 0.27% | -5.9% |
| Q2 2020 | $520,178,000 | +20.8% | 2,618 | +1.0% | 0.29% | +5.5% |
| Q1 2020 | $430,629,000 | -9.8% | 2,593 | +6.5% | 0.27% | -4.2% |
| Q4 2019 | $477,573,000 | – | 2,434 | – | 0.29% | – |
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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% |