VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 859 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.47 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,444,107 | -18.0% | 27,410 | -14.6% | 4.32% | -4.0% |
| Q2 2023 | $7,857,656 | -1.9% | 32,096 | -4.5% | 4.51% | +1.2% |
| Q1 2023 | $8,011,246 | -1.9% | 33,596 | +2.1% | 4.46% | -13.1% |
| Q4 2022 | $8,163,481 | +10.6% | 32,911 | -0.2% | 5.13% | +30.7% |
| Q3 2022 | $7,379,000 | +16.3% | 32,986 | +22.4% | 3.92% | +17.5% |
| Q2 2022 | $6,347,000 | +6.5% | 26,950 | +7.7% | 3.34% | +11.1% |
| Q1 2022 | $5,962,000 | -12.6% | 25,031 | -2.3% | 3.00% | -3.1% |
| Q4 2021 | $6,825,000 | +19.5% | 25,616 | +10.8% | 3.10% | +15.2% |
| Q3 2021 | $5,713,000 | +11.3% | 23,115 | +11.3% | 2.69% | +13.8% |
| Q2 2021 | $5,131,000 | -8.1% | 20,764 | -14.9% | 2.37% | -13.7% |
| Q1 2021 | $5,584,000 | +8.7% | 24,412 | -3.1% | 2.74% | -11.1% |
| Q4 2020 | $5,137,000 | 0.0% | 25,183 | 0.0% | 3.09% | 0.0% |
| Q3 2020 | $5,137,000 | +9.5% | 25,183 | +3.5% | 3.09% | +1.0% |
| Q2 2020 | $4,690,000 | +48.3% | 24,343 | +27.9% | 3.06% | +19.6% |
| Q1 2020 | $3,162,000 | – | 19,039 | – | 2.56% | – |
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% |