VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.75 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,366,285 | +0.7% | 31,333 | +4.9% | 1.00% | +9.7% |
| Q2 2023 | $7,315,204 | +5.3% | 29,879 | +2.6% | 0.91% | -8.6% |
| Q1 2023 | $6,947,162 | -3.2% | 29,133 | +0.7% | 0.99% | -12.9% |
| Q4 2022 | $7,176,033 | +12.9% | 28,930 | +1.8% | 1.14% | -1.3% |
| Q3 2022 | $6,358,000 | -8.1% | 28,424 | -3.2% | 1.16% | +0.6% |
| Q2 2022 | $6,916,000 | -10.6% | 29,368 | -3.4% | 1.15% | +2.6% |
| Q1 2022 | $7,735,000 | -2.2% | 30,407 | +2.4% | 1.12% | -1.2% |
| Q4 2021 | $7,909,000 | +15.6% | 29,686 | +7.2% | 1.13% | +13.7% |
| Q3 2021 | $6,843,000 | +6.6% | 27,689 | +6.6% | 1.00% | -6.2% |
| Q2 2021 | $6,418,000 | +19.2% | 25,971 | +10.3% | 1.06% | +7.9% |
| Q1 2021 | $5,384,000 | +16.6% | 23,537 | +14.0% | 0.98% | +0.7% |
| Q4 2020 | $4,617,000 | +38.9% | 20,638 | +26.7% | 0.98% | +15.1% |
| Q3 2020 | $3,324,000 | +83.3% | 16,294 | +73.2% | 0.85% | +33.0% |
| Q2 2020 | $1,813,000 | +70.4% | 9,410 | +46.8% | 0.64% | +47.2% |
| Q1 2020 | $1,064,000 | +19.6% | 6,408 | +38.0% | 0.43% | +92.0% |
| Q4 2019 | $890,000 | +96.9% | 4,644 | +72.0% | 0.23% | +79.4% |
| Q3 2019 | $452,000 | +34.9% | 2,700 | +40.1% | 0.13% | +27.3% |
| Q2 2019 | $335,000 | +34.5% | 1,927 | +33.3% | 0.10% | +25.3% |
| Q1 2019 | $249,000 | +96.1% | 1,446 | +81.7% | 0.08% | +51.9% |
| Q4 2018 | $127,000 | +647.1% | 796 | +729.2% | 0.05% | +940.0% |
| Q3 2018 | $17,000 | +13.3% | 96 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $15,000 | +1400.0% | 96 | +700.0% | 0.01% | – |
| Q1 2018 | $1,000 | – | 12 | – | 0.00% | – |
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% |