VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 859 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.47 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $36,723 | +2.7% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $35,769 | -3.9% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $37,208 | -49.0% | 150 | -53.8% | 0.00% | -50.0% |
| Q3 2022 | $73,000 | -5.2% | 325 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $77,000 | -7.2% | 325 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $83,000 | -4.6% | 325 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $87,000 | -65.6% | 325 | -68.3% | 0.00% | -60.0% |
| Q3 2021 | $253,000 | 0.0% | 1,025 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $253,000 | +8.1% | 1,025 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $234,000 | +836.0% | 1,025 | +583.3% | 0.01% | +400.0% |
| Q3 2019 | $25,000 | -3.8% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $26,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $26,000 | – | 150 | – | 0.00% | – |
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% |