VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 22 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,790,282 | -2.3% | 16,122 | +1.7% | 2.66% | +1.9% |
Q2 2023 | $3,879,663 | +3.7% | 15,847 | +5.0% | 2.61% | -7.5% |
Q4 2022 | $3,742,578 | +15.5% | 15,088 | +4.1% | 2.82% | +11.4% |
Q3 2022 | $3,241,000 | -5.0% | 14,488 | -0.0% | 2.53% | -0.2% |
Q2 2022 | $3,413,000 | -7.2% | 14,491 | +0.3% | 2.54% | +10.4% |
Q1 2022 | $3,677,000 | -2.5% | 14,453 | +2.1% | 2.30% | +0.8% |
Q4 2021 | $3,771,000 | +7.8% | 14,153 | 0.0% | 2.28% | +1.9% |
Q3 2021 | $3,498,000 | +7.9% | 14,153 | +7.9% | 2.24% | +7.2% |
Q2 2021 | $3,242,000 | +10.6% | 13,119 | +2.3% | 2.09% | +1.4% |
Q1 2021 | $2,932,000 | +3.5% | 12,819 | +1.2% | 2.06% | -1.4% |
Q4 2020 | $2,834,000 | +10.5% | 12,669 | +0.8% | 2.09% | +2.5% |
Q3 2020 | $2,564,000 | +12.0% | 12,569 | +5.7% | 2.04% | -6.7% |
Q2 2020 | $2,290,000 | +18.8% | 11,889 | +2.5% | 2.18% | -2.4% |
Q1 2020 | $1,927,000 | -6.5% | 11,603 | +7.9% | 2.24% | +13.0% |
Q4 2019 | $2,062,000 | – | 10,753 | – | 1.98% | – |
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% |