VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 859 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.47 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,127,451 | -0.4% | 13,303 | +3.7% | 0.77% | -0.6% |
| Q2 2023 | $3,141,442 | +5.1% | 12,832 | +2.4% | 0.78% | +2.4% |
| Q1 2023 | $2,988,533 | -10.4% | 12,533 | -6.8% | 0.76% | -17.2% |
| Q4 2022 | $3,335,191 | +6.7% | 13,446 | -3.8% | 0.92% | +4.4% |
| Q3 2022 | $3,127,000 | -3.5% | 13,981 | +1.6% | 0.88% | +5.3% |
| Q2 2022 | $3,240,000 | -6.7% | 13,757 | +0.8% | 0.83% | +2.0% |
| Q1 2022 | $3,473,000 | +1.7% | 13,654 | -1.1% | 0.82% | +1.6% |
| Q4 2021 | $3,416,000 | – | 13,805 | – | 0.80% | – |
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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% |