Marotta Asset Management - VANGUARD WORLD FDS ownership

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
Marotta Asset Management ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2023$18,153,062
+6.5%
72,410
-0.1%
3.90%
-1.1%
Q3 2023$17,042,924
-3.6%
72,492
+0.4%
3.94%
+0.1%
Q2 2023$17,674,290
+0.6%
72,193
+2.0%
3.94%
-6.7%
Q4 2022$17,564,421
-99.9%
70,810
-5.5%
4.22%
-3.4%
Q3 2022$16,759,604,000
-7.9%
74,920
-1.8%
4.37%
-2.4%
Q2 2022$18,200,174,000
-3.6%
76,311
+2.8%
4.48%
+2.0%
Q1 2022$18,880,592,000
+1.8%
74,222
+6.6%
4.39%
+4.5%
Q4 2021$18,544,697,000
+9.9%
69,607
+1.9%
4.20%
+3.0%
Q3 2021$16,878,804,000
-12.8%
68,291
-12.0%
4.08%
-12.2%
Q2 2021$19,358,649,000
+9.0%
77,624
-0.1%
4.64%
+2.2%
Q1 2021$17,762,036,000
+5.0%
77,689
+2.7%
4.54%
+1.8%
Q4 2020$16,924,056,000
+37.8%
75,645
+25.6%
4.46%
+19.7%
Q3 2020$12,281,820,000
+128.8%
60,205
+116.1%
3.73%
+116.4%
Q2 2020$5,368,385,000
+35.4%
27,866
+12.1%
1.72%
+12.8%
Q1 2020$3,966,131,000
-2.2%
24,852
+15.7%
1.53%
+23.0%
Q4 2019$4,053,465,00021,4811.24%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Wechter Feldman Wealth Management, Inc. 108,364$26,780,00018.74%
Allied Investment Advisors, LLC 98,593$24,365,0009.18%
Morningstar Investment Management LLC 280,664$69,360,0007.86%
Capital Advantage, Inc. 103,430$25,561,0006.70%
Aprio Wealth Management, LLC 54,798$13,542,0006.40%
Curran Financial Partners, LLC 46,686$11,538,0006.34%
ASSET PLANNING CORPORATION 24,758$6,118,0005.96%
Adaptive Financial Consulting, LLC 35,501$8,773,0005.48%
Essex Private Wealth Management, LLC 22,255$5,500,0005.02%
Tatro Capital, LLC 28,055$6,933,0004.73%
View complete list of VANGUARD WORLD FDS shareholders