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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,349,235 | +116.4% | 14,246 | +128.3% | 2.42% | +105.9% |
| Q4 2022 | $1,547,584 | -52.9% | 6,239 | -51.7% | 1.18% | -49.7% |
| Q1 2022 | $3,286,000 | -34.6% | 12,919 | -31.4% | 2.34% | -33.5% |
| Q4 2021 | $5,021,000 | +12.3% | 18,845 | +4.2% | 3.51% | +4.9% |
| Q3 2021 | $4,472,000 | +1.8% | 18,094 | +1.8% | 3.35% | +1.5% |
| Q2 2021 | $4,393,000 | +9.2% | 17,777 | +1.1% | 3.30% | +1.5% |
| Q1 2021 | $4,023,000 | +3.9% | 17,586 | +1.6% | 3.25% | -7.6% |
| Q4 2020 | $3,872,000 | – | 17,307 | – | 3.52% | – |
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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% |