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 | $256,376 | -20.0% | 1,091 | -16.7% | 0.02% | -18.5% |
| Q2 2023 | $320,374 | +28.5% | 1,309 | +25.1% | 0.03% | +17.4% |
| Q1 2023 | $249,336 | -4.7% | 1,046 | -0.8% | 0.02% | -11.5% |
| Q4 2022 | $261,521 | +11.3% | 1,054 | +0.5% | 0.03% | 0.0% |
| Q3 2022 | $235,000 | -4.1% | 1,049 | +1.1% | 0.03% | 0.0% |
| Q2 2022 | $245,000 | -7.2% | 1,038 | +0.1% | 0.03% | 0.0% |
| Q1 2022 | $264,000 | -99.9% | 1,037 | -4.2% | 0.03% | -7.1% |
| Q4 2021 | $288,792,000 | +106860.0% | 1,083 | -1.0% | 0.03% | -20.0% |
| Q3 2021 | $270,000 | – | 1,094 | – | 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% |