VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 762 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,510 | -4.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $24,482 | -60.8% | 100 | -61.8% | 0.01% | -63.6% |
| Q1 2023 | $62,477 | -3.9% | 262 | 0.0% | 0.02% | -8.3% |
| Q4 2022 | $64,989 | +10.9% | 262 | 0.0% | 0.02% | +4.3% |
| Q3 2022 | $58,609 | -5.0% | 262 | 0.0% | 0.02% | -4.2% |
| Q2 2022 | $61,701 | -7.4% | 262 | 0.0% | 0.02% | -4.0% |
| Q1 2022 | $66,648 | -4.5% | 262 | 0.0% | 0.02% | -16.7% |
| Q4 2021 | $69,802 | +7.8% | 262 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $64,756 | +0.0% | 262 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $64,748 | +38.8% | 262 | +28.4% | 0.03% | +30.4% |
| Q1 2021 | $46,665 | +2.2% | 204 | 0.0% | 0.02% | -4.2% |
| Q4 2020 | $45,641 | +9.7% | 204 | 0.0% | 0.02% | -4.0% |
| Q3 2020 | $41,616 | +44.0% | 204 | +36.0% | 0.02% | +31.6% |
| Q2 2020 | $28,898 | +16.0% | 150 | 0.0% | 0.02% | -17.4% |
| Q1 2020 | $24,914 | -13.4% | 150 | 0.0% | 0.02% | +4.5% |
| Q4 2019 | $28,761 | – | 150 | – | 0.02% | – |
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% |