VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 898 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,124,810 | -27.7% | 4,784 | -24.7% | 0.04% | -24.6% |
| Q2 2023 | $1,556,260 | -0.5% | 6,357 | -3.1% | 0.06% | -6.6% |
| Q1 2023 | $1,563,785 | +99886.3% | 6,558 | +4.0% | 0.06% | -30.7% |
| Q4 2022 | $1,564 | -99.9% | 6,307 | +11.6% | 0.09% | +14.3% |
| Q3 2022 | $1,264,000 | -44.4% | 5,649 | -41.5% | 0.08% | -18.1% |
| Q2 2022 | $2,272,000 | +0.2% | 9,649 | +9.4% | 0.09% | +54.1% |
| Q1 2022 | $2,267,000 | +6.1% | 8,821 | +10.0% | 0.06% | +29.8% |
| Q4 2021 | $2,136,000 | +13.9% | 8,018 | +5.6% | 0.05% | -6.0% |
| Q3 2021 | $1,876,000 | +5.7% | 7,590 | +5.7% | 0.05% | +4.2% |
| Q2 2021 | $1,774,000 | +5.3% | 7,179 | -2.8% | 0.05% | +6.7% |
| Q1 2021 | $1,684,000 | – | 7,387 | – | 0.04% | – |
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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% |