VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 876 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $572,246 | -13.5% | 2,434 | -10.0% | 0.34% | -13.5% |
| Q2 2023 | $661,761 | -0.6% | 2,703 | -3.2% | 0.39% | -6.2% |
| Q1 2023 | $666,031 | -13.7% | 2,793 | -10.3% | 0.42% | -17.2% |
| Q4 2022 | $771,945 | -0.8% | 3,112 | -10.5% | 0.51% | -8.0% |
| Q3 2022 | $778,000 | -5.0% | 3,477 | 0.0% | 0.55% | +2.4% |
| Q2 2022 | $819,000 | -9.5% | 3,477 | +2.3% | 0.54% | +8.5% |
| Q4 2021 | $905,000 | +2.4% | 3,398 | -2.3% | 0.50% | -2.7% |
| Q1 2021 | $884,000 | – | 3,477 | – | 0.51% | – |
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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% |