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 | $516,045 | -0.9% | 2,195 | +3.2% | 0.30% | -0.3% |
| Q2 2023 | $520,732 | +17.4% | 2,127 | +14.4% | 0.30% | +9.8% |
| Q1 2023 | $443,536 | -3.9% | 1,860 | -0.1% | 0.28% | -7.7% |
| Q4 2022 | $461,621 | +15.4% | 1,861 | +4.0% | 0.30% | +12.8% |
| Q3 2022 | $400,000 | -52.6% | 1,789 | -50.0% | 0.26% | -53.3% |
| Q2 2022 | $843,000 | +195.8% | 3,575 | +234.4% | 0.57% | +252.8% |
| Q4 2021 | $285,000 | – | 1,069 | – | 0.16% | – |
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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% |