VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 762 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $205,633 | -17.4% | 829 | -25.4% | 0.13% | -24.3% |
| Q3 2022 | $249,000 | -8.5% | 1,112 | -3.8% | 0.17% | -2.8% |
| Q2 2022 | $272,000 | -9.9% | 1,156 | -2.5% | 0.18% | +2.3% |
| Q1 2022 | $302,000 | -5.9% | 1,186 | -1.7% | 0.17% | +0.6% |
| Q4 2021 | $321,000 | -73.0% | 1,206 | -75.0% | 0.17% | -79.4% |
| Q3 2021 | $1,190,000 | +287.6% | 4,828 | +288.4% | 0.84% | +283.1% |
| Q2 2021 | $307,000 | +3.7% | 1,243 | -3.9% | 0.22% | -8.4% |
| Q1 2021 | $296,000 | -17.8% | 1,294 | -15.8% | 0.24% | +46.6% |
| Q4 2020 | $360,000 | – | 1,536 | – | 0.16% | – |
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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% |