VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 898 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $394,376 | +32.8% | 1,678 | +38.3% | 0.45% | +31.8% |
| Q2 2023 | $296,991 | -58.2% | 1,213 | -59.3% | 0.34% | -61.1% |
| Q1 2023 | $710,359 | -69.3% | 2,979 | -68.1% | 0.88% | -69.1% |
| Q4 2022 | $2,315,963 | -55.6% | 9,337 | -59.8% | 2.86% | -46.5% |
| Q3 2022 | $5,212,000 | +1.3% | 23,245 | +6.4% | 5.34% | +2.1% |
| Q2 2022 | $5,147,000 | -5.9% | 21,857 | +1.6% | 5.23% | +3.1% |
| Q1 2022 | $5,470,000 | – | 21,504 | – | 5.07% | – |
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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% |