VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 916 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $646,981 | +6.5% | 2,752 | +10.9% | 0.16% | +14.6% |
| Q2 2023 | $607,565 | +31.6% | 2,482 | +28.1% | 0.14% | +23.4% |
| Q1 2023 | $461,821 | -10.3% | 1,937 | -6.7% | 0.11% | -11.9% |
| Q4 2022 | $515,063 | +11.7% | 2,076 | +0.7% | 0.13% | +5.0% |
| Q3 2022 | $461,000 | -26.5% | 2,061 | -22.5% | 0.12% | +4.3% |
| Q2 2022 | $627,000 | -15.7% | 2,661 | -9.1% | 0.12% | -9.4% |
| Q1 2022 | $744,000 | -9.6% | 2,926 | -12.1% | 0.13% | -14.2% |
| Q3 2021 | $823,000 | +21.6% | 3,330 | +21.6% | 0.15% | +16.5% |
| Q2 2021 | $677,000 | +16.7% | 2,739 | +8.1% | 0.13% | +5.8% |
| Q1 2021 | $580,000 | +0.7% | 2,534 | -1.5% | 0.12% | -7.0% |
| Q4 2020 | $576,000 | +18.5% | 2,573 | +7.9% | 0.13% | +3.2% |
| Q3 2020 | $486,000 | +31.4% | 2,384 | +24.2% | 0.12% | -10.7% |
| Q2 2020 | $370,000 | +118.9% | 1,919 | +88.1% | 0.14% | +89.2% |
| Q1 2020 | $169,000 | -13.8% | 1,020 | 0.0% | 0.07% | -5.1% |
| Q4 2019 | $196,000 | – | 1,020 | – | 0.08% | – |
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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% |