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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $289,939 | +55764.9% | 1,233 | -41.8% | 0.01% | -45.5% |
| Q2 2023 | $519 | +0.2% | 2,119 | -2.4% | 0.01% | 0.0% |
| Q1 2023 | $518 | -18.6% | 2,172 | -15.3% | 0.01% | -21.4% |
| Q4 2022 | $636 | -99.9% | 2,563 | -22.3% | 0.01% | -22.2% |
| Q3 2022 | $738,000 | -11.7% | 3,298 | -7.1% | 0.02% | -10.0% |
| Q2 2022 | $836,000 | -17.8% | 3,550 | -11.2% | 0.02% | -4.8% |
| Q1 2022 | $1,017,000 | -18.8% | 3,997 | -15.0% | 0.02% | -19.2% |
| Q4 2021 | $1,253,000 | +5.2% | 4,704 | -2.4% | 0.03% | 0.0% |
| Q3 2021 | $1,191,000 | +58.4% | 4,820 | +58.5% | 0.03% | +62.5% |
| Q2 2021 | $752,000 | +30.6% | 3,041 | +20.8% | 0.02% | +23.1% |
| Q1 2021 | $576,000 | -20.2% | 2,517 | -22.0% | 0.01% | -27.8% |
| Q4 2020 | $722,000 | +9.7% | 3,226 | 0.0% | 0.02% | -5.3% |
| Q3 2020 | $658,000 | +27.3% | 3,226 | +20.2% | 0.02% | +11.8% |
| Q2 2020 | $517,000 | +1.4% | 2,683 | -12.7% | 0.02% | -26.1% |
| Q1 2020 | $510,000 | -25.0% | 3,073 | -13.4% | 0.02% | -4.2% |
| Q4 2019 | $680,000 | +10.4% | 3,549 | -3.4% | 0.02% | 0.0% |
| Q3 2019 | $616,000 | +171.4% | 3,675 | +181.6% | 0.02% | +166.7% |
| Q2 2019 | $227,000 | -23.6% | 1,305 | -24.2% | 0.01% | -30.8% |
| Q1 2019 | $297,000 | -77.0% | 1,722 | -75.9% | 0.01% | -77.2% |
| Q3 2018 | $1,291,000 | -29.9% | 7,156 | -51.2% | 0.06% | -51.3% |
| Q4 2014 | $1,841,000 | +7.3% | 14,660 | 0.0% | 0.12% | -2.5% |
| Q3 2014 | $1,715,000 | +4.8% | 14,660 | 0.0% | 0.12% | +5.3% |
| Q2 2014 | $1,636,000 | +4.4% | 14,660 | 0.0% | 0.11% | +0.9% |
| Q1 2014 | $1,567,000 | +5.7% | 14,660 | 0.0% | 0.11% | +1.8% |
| Q4 2013 | $1,482,000 | +8.6% | 14,660 | 0.0% | 0.11% | -1.8% |
| Q3 2013 | $1,365,000 | +7.8% | 14,660 | 0.0% | 0.11% | +7.6% |
| Q2 2013 | $1,266,000 | – | 14,660 | – | 0.10% | – |
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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% |