VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,277,409 | +2.2% | 18,194 | +6.4% | 3.49% | +5.7% |
| Q2 2023 | $4,184,708 | +16.8% | 17,093 | +13.7% | 3.31% | +9.5% |
| Q1 2023 | $3,583,338 | -0.3% | 15,027 | +3.7% | 3.02% | -6.8% |
| Q4 2022 | $3,594,245 | +38.3% | 14,490 | +24.8% | 3.24% | +30.3% |
| Q3 2022 | $2,598,000 | +93.3% | 11,612 | +103.5% | 2.49% | +87.3% |
| Q2 2022 | $1,344,000 | -71.3% | 5,705 | -69.0% | 1.33% | -63.7% |
| Q1 2022 | $4,678,000 | -16.8% | 18,390 | -12.8% | 3.66% | -20.5% |
| Q4 2021 | $5,621,000 | – | 21,097 | – | 4.60% | – |
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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% |