VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 826 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.39 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $67,004 | -4.0% | 285 | 0.0% | 0.03% | -2.9% |
| Q2 2023 | $69,774 | +2.7% | 285 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $67,961 | +94290.3% | 285 | -2.4% | 0.03% | -12.8% |
| Q4 2022 | $72 | -99.9% | 292 | 0.0% | 0.04% | -58.5% |
| Q3 2022 | $65,000 | -5.8% | 292 | 0.0% | 0.09% | +141.0% |
| Q2 2022 | $69,000 | -6.8% | 292 | 0.0% | 0.04% | -4.9% |
| Q1 2022 | $74,000 | +722.2% | 292 | +734.3% | 0.04% | +720.0% |
| Q4 2021 | $9,000 | 0.0% | 35 | 0.0% | 0.01% | -16.7% |
| Q3 2021 | $9,000 | 0.0% | 35 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $9,000 | +12.5% | 35 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $8,000 | 0.0% | 35 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $8,000 | – | 35 | – | 0.01% | – |
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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% |