VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.75 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,167,857 | +24.8% | 9,221 | +30.0% | 0.49% | +28.9% |
| Q2 2023 | $1,736,998 | +4.1% | 7,095 | +1.4% | 0.38% | -0.3% |
| Q1 2023 | $1,668,028 | +9.7% | 6,995 | +14.1% | 0.38% | +5.2% |
| Q4 2022 | $1,520,547 | +39.4% | 6,130 | +25.7% | 0.36% | +34.6% |
| Q3 2022 | $1,091,000 | -15.1% | 4,875 | -10.6% | 0.27% | -9.4% |
| Q2 2022 | $1,285,000 | -6.2% | 5,455 | +1.3% | 0.30% | +11.2% |
| Q1 2022 | $1,370,000 | +38.8% | 5,385 | +45.3% | 0.27% | +45.1% |
| Q4 2021 | $987,000 | +74.1% | 3,705 | +61.4% | 0.18% | +65.8% |
| Q3 2021 | $567,000 | – | 2,295 | – | 0.11% | – |
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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% |