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 | $216,997 | -7.4% | 923 | -3.6% | 0.12% | -7.8% |
| Q2 2023 | $234,293 | -12.9% | 957 | -15.2% | 0.13% | -18.4% |
| Q1 2023 | $268,983 | -3.3% | 1,128 | +0.6% | 0.16% | -17.3% |
| Q4 2022 | $278,064 | +14.9% | 1,121 | +3.6% | 0.19% | +7.3% |
| Q3 2022 | $242,000 | -5.1% | 1,082 | 0.0% | 0.18% | -5.8% |
| Q2 2022 | $255,000 | -1.5% | 1,082 | +6.3% | 0.19% | +14.5% |
| Q1 2022 | $259,000 | +7.5% | 1,018 | +12.4% | 0.16% | +8.6% |
| Q4 2021 | $241,000 | +7.1% | 906 | -0.7% | 0.15% | -7.3% |
| Q3 2021 | $225,000 | +6.6% | 912 | +6.7% | 0.16% | +0.6% |
| Q2 2021 | $211,000 | – | 855 | – | 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% |