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 | $7,987,315 | -9.5% | 33,974 | -5.8% | 1.66% | -9.0% |
| Q2 2023 | $8,825,924 | -5.3% | 36,051 | -7.8% | 1.83% | -11.1% |
| Q1 2023 | $9,319,011 | -24.8% | 39,080 | -21.8% | 2.06% | -28.6% |
| Q4 2022 | $12,396,636 | +14.7% | 49,976 | +3.4% | 2.88% | +6.2% |
| Q3 2022 | $10,811,000 | -3.1% | 48,329 | +2.0% | 2.71% | -0.3% |
| Q2 2022 | $11,156,000 | -2.7% | 47,370 | +5.1% | 2.72% | -7.9% |
| Q1 2022 | $11,468,000 | -0.1% | 45,082 | +4.6% | 2.96% | -2.9% |
| Q4 2021 | $11,483,000 | +17.6% | 43,100 | +9.1% | 3.04% | +7.6% |
| Q3 2021 | $9,765,000 | -2.2% | 39,508 | +2.5% | 2.83% | -2.0% |
| Q2 2021 | $9,986,000 | +25.2% | 38,563 | +10.6% | 2.89% | +14.5% |
| Q1 2021 | $7,975,000 | +9.1% | 34,863 | +6.7% | 2.52% | +4.3% |
| Q4 2020 | $7,307,000 | – | 32,659 | – | 2.42% | – |
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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% |