VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 722 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.62 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,611,594 | +6.4% | 11,108 | +10.8% | 1.88% | +9.8% |
| Q2 2023 | $2,453,812 | +20.1% | 10,023 | +17.0% | 1.71% | +1.1% |
| Q1 2023 | $2,043,180 | +8.0% | 8,568 | +12.4% | 1.69% | +0.9% |
| Q4 2022 | $1,891,652 | +53.7% | 7,626 | +38.6% | 1.68% | +36.6% |
| Q3 2022 | $1,231,000 | +2.9% | 5,502 | +8.4% | 1.23% | +5.9% |
| Q2 2022 | $1,196,000 | +10.3% | 5,077 | +19.2% | 1.16% | +26.6% |
| Q1 2022 | $1,084,000 | -6.5% | 4,260 | -2.1% | 0.92% | -4.7% |
| Q4 2021 | $1,159,000 | +8.0% | 4,351 | +0.2% | 0.96% | -6.6% |
| Q3 2021 | $1,073,000 | +19.0% | 4,343 | +19.0% | 1.03% | +29.1% |
| Q2 2021 | $902,000 | +27.9% | 3,651 | +18.5% | 0.80% | +25.3% |
| Q1 2021 | $705,000 | +13.9% | 3,082 | +11.4% | 0.64% | -3.9% |
| Q4 2020 | $619,000 | – | 2,767 | – | 0.66% | – |
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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% |