VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 826 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.39 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,801,259 | -4.6% | 11,915 | -0.7% | 0.04% | -4.3% |
| Q2 2023 | $2,937,539 | -3.9% | 11,999 | -6.4% | 0.05% | -11.3% |
| Q1 2023 | $3,058,195 | -6.2% | 12,825 | -2.5% | 0.05% | -10.2% |
| Q4 2022 | $3,261,651 | +29.3% | 13,149 | +16.6% | 0.06% | +9.3% |
| Q3 2022 | $2,523,000 | +48.2% | 11,279 | +56.0% | 0.05% | +54.3% |
| Q2 2022 | $1,703,000 | -7.3% | 7,230 | +0.1% | 0.04% | +2.9% |
| Q1 2022 | $1,838,000 | +41.5% | 7,226 | +48.2% | 0.03% | +30.8% |
| Q4 2021 | $1,299,000 | – | 4,877 | – | 0.03% | – |
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% |