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 | $208,769 | -4.0% | 888 | 0.0% | 0.15% | +3.4% |
| Q2 2023 | $217,400 | +2.7% | 888 | 0.0% | 0.15% | +2.8% |
| Q1 2023 | $211,752 | -3.9% | 888 | 0.0% | 0.14% | -6.5% |
| Q4 2022 | $220,268 | +5.4% | 888 | 0.0% | 0.15% | -9.4% |
| Q2 2022 | $209,000 | -7.5% | 888 | 0.0% | 0.17% | +8.3% |
| Q1 2022 | $226,000 | -4.6% | 888 | 0.0% | 0.16% | -3.7% |
| Q4 2021 | $237,000 | +8.2% | 888 | 0.0% | 0.16% | -1.2% |
| Q3 2021 | $219,000 | -23.2% | 888 | -23.0% | 0.16% | -18.7% |
| Q2 2021 | $285,000 | +8.0% | 1,153 | -0.2% | 0.20% | -1.9% |
| Q1 2021 | $264,000 | +2.3% | 1,155 | +0.2% | 0.21% | -3.3% |
| Q4 2020 | $258,000 | – | 1,153 | – | 0.21% | – |
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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% |