VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 948 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $121,522,000 | -20.1% | 456,848 | -18.8% | 0.03% | -20.0% |
Q1 2024 | $152,179,000 | +19.8% | 562,541 | +11.0% | 0.04% | +16.7% |
Q4 2023 | $127,041,000 | -31.2% | 506,750 | -35.4% | 0.03% | -40.0% |
Q3 2023 | $184,564,000 | +49.3% | 785,047 | +55.5% | 0.05% | +56.2% |
Q2 2023 | $123,629,000 | +3.2% | 504,976 | +0.5% | 0.03% | -5.9% |
Q1 2023 | $119,776,000 | -12.7% | 502,281 | -9.2% | 0.03% | -12.8% |
Q4 2022 | $137,245,000 | +23.9% | 553,298 | +11.7% | 0.04% | +11.4% |
Q3 2022 | $110,780,000 | -0.9% | 495,220 | +4.3% | 0.04% | +6.1% |
Q2 2022 | $111,797,000 | -9.8% | 474,720 | -2.5% | 0.03% | +6.5% |
Q1 2022 | $123,893,000 | -12.4% | 487,042 | -8.3% | 0.03% | -3.1% |
Q4 2021 | $141,448,000 | +9.4% | 530,916 | +1.5% | 0.03% | -5.9% |
Q3 2021 | $129,288,000 | +1.8% | 523,089 | +1.8% | 0.03% | 0.0% |
Q2 2021 | $126,969,000 | +9.6% | 513,770 | +1.5% | 0.03% | 0.0% |
Q1 2021 | $115,800,000 | +5.2% | 506,227 | +2.9% | 0.03% | +6.2% |
Q4 2020 | $110,091,000 | +20.8% | 492,072 | +10.2% | 0.03% | 0.0% |
Q3 2020 | $91,111,000 | +12.8% | 446,626 | +6.5% | 0.03% | 0.0% |
Q2 2020 | $80,756,000 | +35.3% | 419,185 | +16.6% | 0.03% | +10.3% |
Q1 2020 | $59,708,000 | -16.8% | 359,505 | -3.9% | 0.03% | +11.5% |
Q4 2019 | $71,729,000 | +21.6% | 374,092 | +6.3% | 0.03% | +13.0% |
Q3 2019 | $58,989,000 | +3.6% | 351,792 | +7.5% | 0.02% | 0.0% |
Q2 2019 | $56,935,000 | +1.4% | 327,321 | +0.5% | 0.02% | -4.2% |
Q1 2019 | $56,165,000 | +0.8% | 325,636 | -6.1% | 0.02% | -11.1% |
Q4 2018 | $55,694,000 | -0.5% | 346,785 | +11.8% | 0.03% | +17.4% |
Q3 2018 | $55,951,000 | +23.9% | 310,129 | +9.3% | 0.02% | +15.0% |
Q2 2018 | $45,146,000 | +4.2% | 283,688 | +0.5% | 0.02% | +5.3% |
Q1 2018 | $43,320,000 | -5.3% | 282,165 | -5.0% | 0.02% | -5.0% |
Q4 2017 | $45,766,000 | +4.7% | 296,910 | +3.5% | 0.02% | -4.8% |
Q3 2017 | $43,694,000 | -3.2% | 286,930 | -6.4% | 0.02% | -8.7% |
Q2 2017 | $45,160,000 | +19.4% | 306,439 | +11.7% | 0.02% | +15.0% |
Q1 2017 | $37,824,000 | +12.8% | 274,435 | +3.8% | 0.02% | +11.1% |
Q4 2016 | $33,531,000 | +15.7% | 264,497 | +21.3% | 0.02% | +12.5% |
Q3 2016 | $28,978,000 | +1.2% | 218,059 | -0.6% | 0.02% | -5.9% |
Q2 2016 | $28,623,000 | +20.5% | 219,353 | +13.9% | 0.02% | +13.3% |
Q1 2016 | $23,752,000 | -12.7% | 192,642 | -5.9% | 0.02% | -16.7% |
Q4 2015 | $27,212,000 | +4.4% | 204,798 | -3.7% | 0.02% | -10.0% |
Q3 2015 | $26,073,000 | +13.6% | 212,739 | +29.7% | 0.02% | +25.0% |
Q2 2015 | $22,951,000 | +16.0% | 163,982 | +12.3% | 0.02% | +14.3% |
Q1 2015 | $19,779,000 | +38.5% | 145,957 | +28.3% | 0.01% | +55.6% |
Q4 2014 | $14,285,000 | -22.6% | 113,747 | -27.9% | 0.01% | -30.8% |
Q3 2014 | $18,448,000 | +84.7% | 157,691 | +76.2% | 0.01% | +85.7% |
Q2 2014 | $9,990,000 | +8.8% | 89,495 | +4.2% | 0.01% | 0.0% |
Q1 2014 | $9,179,000 | +71.1% | 85,849 | +61.7% | 0.01% | +75.0% |
Q4 2013 | $5,366,000 | -35.9% | 53,076 | -40.9% | 0.00% | -33.3% |
Q3 2013 | $8,367,000 | -18.5% | 89,831 | -24.4% | 0.01% | -33.3% |
Q2 2013 | $10,268,000 | – | 118,864 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Pariax, LLC | 18,636 | $4,443,941 | 13.52% |
PGIM Custom Harvest LLC | 931,201 | $222,054,294 | 9.21% |
AMI INVESTMENT MANAGEMENT INC | 79,910 | $19,055,338 | 8.89% |
Allied Investment Advisors, LLC | 117,886 | $28,111,096 | 8.71% |
EXECUTIVE WEALTH GROUP LLC | 50,777 | $12,108,312 | 8.57% |
BCM ADVISORS, LLC | 107,056 | $26,473,878 | 7.16% |
Morningstar Investment Management LLC | 199,110 | $47,480 | 7.06% |
Essex Private Wealth Management, LLC | 7,902 | $1,884,250 | 6.84% |
PARAGON FINANCIAL PARTNERS, INC. | 27,101 | $6,462,422 | 6.77% |
Wealth Management Solutions, LLC | 48,001 | $11,446,226 | 6.59% |