VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 916 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,654,747 | +34.9% | 19,780 | +36.5% | 0.23% | -47.7% |
| Q2 2023 | $3,451,661 | -26.7% | 14,489 | -25.8% | 0.44% | +88.1% |
| Q1 2023 | $4,708,908 | -39.4% | 19,526 | -37.6% | 0.24% | -34.4% |
| Q4 2022 | $7,765,201 | +45.6% | 31,305 | +31.3% | 0.36% | +12.9% |
| Q3 2022 | $5,334,000 | -12.4% | 23,845 | -7.8% | 0.32% | -9.4% |
| Q2 2022 | $6,091,000 | -89.2% | 25,862 | -88.4% | 0.35% | -83.0% |
| Q1 2022 | $56,658,000 | -14.7% | 222,728 | -10.6% | 2.07% | -14.6% |
| Q4 2021 | $66,401,000 | – | 249,234 | – | 2.43% | – |
Download | ||||||
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% |