VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.75 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $287,998 | -10.2% | 1,225 | -6.5% | 0.12% | -9.5% |
| Q2 2023 | $320,714 | +33.0% | 1,310 | +29.6% | 0.14% | +15.1% |
| Q1 2023 | $241,083 | +2.5% | 1,011 | +6.6% | 0.12% | -9.2% |
| Q4 2022 | $235,151 | +11.4% | 948 | +0.4% | 0.13% | -5.8% |
| Q3 2022 | $211,000 | -35.5% | 944 | -26.7% | 0.14% | -45.5% |
| Q1 2022 | $327,000 | +22.5% | 1,287 | +28.2% | 0.26% | +51.8% |
| Q4 2021 | $267,000 | – | 1,004 | – | 0.17% | – |
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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% |