VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 22 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,181 | -4.1% | 26,289 | -0.1% | 0.02% | -11.5% |
| Q2 2023 | $6,442 | +39.1% | 26,316 | +14.8% | 0.03% | +23.8% |
| Q1 2023 | $4,631 | -5.2% | 22,919 | +16.4% | 0.02% | -12.5% |
| Q4 2022 | $4,885 | -99.9% | 19,693 | +23.3% | 0.02% | +14.3% |
| Q3 2022 | $3,572,000 | -10.1% | 15,968 | -5.3% | 0.02% | -12.5% |
| Q2 2022 | $3,973,000 | -11.5% | 16,869 | -4.4% | 0.02% | -7.7% |
| Q1 2022 | $4,490,000 | +44.8% | 17,651 | +51.7% | 0.03% | +36.8% |
| Q4 2021 | $3,100,000 | -13.1% | 11,636 | -19.4% | 0.02% | -24.0% |
| Q3 2021 | $3,569,000 | -9.1% | 14,440 | -9.1% | 0.02% | -16.7% |
| Q2 2021 | $3,928,000 | +111.8% | 15,893 | +95.9% | 0.03% | +76.5% |
| Q1 2021 | $1,855,000 | +155.9% | 8,111 | +150.3% | 0.02% | +88.9% |
| Q4 2020 | $725,000 | -3.2% | 3,240 | -11.8% | 0.01% | -18.2% |
| Q3 2020 | $749,000 | +12.3% | 3,673 | +6.1% | 0.01% | -8.3% |
| Q2 2020 | $667,000 | +1.5% | 3,462 | -12.5% | 0.01% | -14.3% |
| Q1 2020 | $657,000 | +2.2% | 3,955 | +18.0% | 0.01% | +7.7% |
| Q4 2019 | $643,000 | -3.7% | 3,351 | -15.9% | 0.01% | -18.8% |
| Q3 2019 | $668,000 | +19.3% | 3,984 | +23.7% | 0.02% | +6.7% |
| Q2 2019 | $560,000 | -48.1% | 3,221 | -50.1% | 0.02% | -34.8% |
| Q1 2019 | $1,078,000 | – | 6,459 | – | 0.02% | – |
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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% |