VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 22 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $547,613 | -2.7% | 2,320 | 0.0% | 0.33% | 0.0% |
| Q2 2023 | $562,925 | -4.6% | 2,320 | -2.2% | 0.33% | -10.8% |
| Q1 2023 | $589,822 | +1.9% | 2,372 | 0.0% | 0.37% | -4.1% |
| Q4 2022 | $578,887 | +5.4% | 2,372 | 0.0% | 0.39% | -5.4% |
| Q3 2022 | $549,000 | -1.4% | 2,372 | 0.0% | 0.41% | -1.0% |
| Q2 2022 | $557,000 | -5.6% | 2,372 | 0.0% | 0.41% | +0.2% |
| Q1 2022 | $590,000 | -2.5% | 2,372 | 0.0% | 0.41% | -5.1% |
| Q4 2021 | $605,000 | +6.5% | 2,372 | +2.2% | 0.43% | -0.7% |
| Q3 2021 | $568,000 | -5.0% | 2,320 | 0.0% | 0.44% | -5.8% |
| Q2 2021 | $598,000 | +11.8% | 2,320 | 0.0% | 0.46% | -1.5% |
| Q1 2021 | $535,000 | -1.7% | 2,320 | -4.8% | 0.47% | -17.1% |
| Q4 2020 | $544,000 | – | 2,436 | – | 0.57% | – |
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% |