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 | $802,347 | -75.5% | 3,578 | -73.5% | 0.05% | -66.9% |
| Q2 2023 | $3,280,775 | -11.5% | 13,521 | -9.3% | 0.15% | -57.3% |
| Q1 2023 | $3,708,489 | +2.2% | 14,914 | +1.3% | 0.35% | -5.4% |
| Q4 2022 | $3,629,369 | -32.1% | 14,722 | -34.4% | 0.37% | -38.3% |
| Q3 2022 | $5,343,000 | +1.3% | 22,442 | +2.2% | 0.60% | -18.0% |
| Q2 2022 | $5,275,000 | +3.9% | 21,966 | +11.3% | 0.73% | +12.0% |
| Q1 2022 | $5,075,000 | +7.1% | 19,738 | +0.6% | 0.65% | +12.3% |
| Q4 2021 | $4,738,000 | +4.2% | 19,626 | +13.2% | 0.58% | +15.6% |
| Q3 2021 | $4,548,000 | +120.3% | 17,333 | +117.7% | 0.50% | +72.1% |
| Q2 2021 | $2,064,000 | +96.4% | 7,963 | +80.9% | 0.29% | +23.9% |
| Q1 2021 | $1,051,000 | – | 4,402 | – | 0.23% | – |
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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% |