VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 876 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $541,200 | +5.4% | 2,302 | +9.7% | 0.00% | 0.0% |
Q2 2023 | $513,631 | +2.7% | 2,098 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $500,288 | -18.6% | 2,098 | -15.4% | 0.00% | -20.0% |
Q4 2022 | $614,915 | +10.8% | 2,479 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $555,000 | -6.6% | 2,479 | -1.7% | 0.01% | 0.0% |
Q2 2022 | $594,000 | +25.6% | 2,522 | +35.5% | 0.01% | +66.7% |
Q1 2022 | $473,000 | -3.5% | 1,861 | +1.3% | 0.00% | 0.0% |
Q4 2021 | $490,000 | -1.4% | 1,838 | -8.5% | 0.00% | -25.0% |
Q3 2021 | $497,000 | -0.4% | 2,008 | -0.4% | 0.00% | 0.0% |
Q2 2021 | $499,000 | +11.6% | 2,016 | +3.2% | 0.00% | +33.3% |
Q1 2021 | $447,000 | -7.1% | 1,954 | -9.0% | 0.00% | -25.0% |
Q4 2020 | $481,000 | +34.7% | 2,148 | +22.5% | 0.00% | +33.3% |
Q3 2020 | $357,000 | +5.9% | 1,753 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $337,000 | +15.8% | 1,753 | 0.0% | 0.00% | -25.0% |
Q1 2020 | $291,000 | -13.4% | 1,753 | 0.0% | 0.00% | +33.3% |
Q4 2019 | $336,000 | +21.3% | 1,753 | +6.2% | 0.00% | 0.0% |
Q3 2019 | $277,000 | -3.5% | 1,650 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $287,000 | +0.7% | 1,650 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $285,000 | +7.5% | 1,650 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $265,000 | -11.1% | 1,650 | 0.0% | 0.00% | -25.0% |
Q3 2018 | $298,000 | +8.0% | 1,650 | -4.9% | 0.00% | 0.0% |
Q2 2018 | $276,000 | -48.3% | 1,735 | -50.0% | 0.00% | 0.0% |
Q1 2018 | $534,000 | +98.5% | 3,470 | +99.4% | 0.00% | 0.0% |
Q4 2017 | $269,000 | +1.1% | 1,740 | -0.6% | 0.00% | 0.0% |
Q3 2017 | $266,000 | -17.4% | 1,750 | -19.9% | 0.00% | -20.0% |
Q2 2017 | $322,000 | – | 2,185 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Wechter Feldman Wealth Management, Inc. | 106,792 | $24,429,000 | 18.01% |
Allied Investment Advisors, LLC | 95,411 | $21,825,000 | 9.35% |
Beacon Capital Management, Inc. | 742,169 | $169,771,000 | 6.88% |
Capital Advantage, Inc. | 102,242 | $23,388,000 | 6.37% |
Morningstar Investment Management LLC | 273,598 | $62,586,000 | 6.28% |
Essex Private Wealth Management, LLC | 26,900 | $6,153,000 | 5.87% |
ASSET PLANNING CORPORATION | 23,590 | $5,396,000 | 5.61% |
New England Investment & Retirement Group, Inc. | 99,109 | $22,671,000 | 5.48% |
Adaptive Financial Consulting, LLC | 34,485 | $7,889,000 | 5.30% |
Tatro Capital, LLC | 28,902 | $6,611,000 | 5.12% |