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 | $199,995,279 | -1.6% | 751,862 | +0.0% | 2.56% | -5.0% |
Q1 2024 | $203,292,791 | +7.4% | 751,489 | -0.5% | 2.69% | -0.5% |
Q4 2023 | $189,251,161 | +7.4% | 754,891 | +0.7% | 2.71% | -1.5% |
Q3 2023 | $176,169,587 | -4.3% | 749,339 | -0.3% | 2.75% | -1.6% |
Q2 2023 | $184,051,747 | +2.7% | 751,784 | +0.1% | 2.79% | -3.8% |
Q1 2023 | $179,167,386 | -4.2% | 751,352 | -0.4% | 2.90% | -9.7% |
Q4 2022 | $187,107,000 | +10.4% | 754,313 | -0.4% | 3.22% | +3.1% |
Q3 2022 | $169,477,000 | -4.9% | 757,610 | +0.1% | 3.12% | +1.2% |
Q2 2022 | $178,190,000 | -8.0% | 756,645 | -0.7% | 3.08% | +11.8% |
Q1 2022 | $193,781,000 | -4.4% | 761,779 | +0.1% | 2.76% | -2.0% |
Q4 2021 | $202,684,000 | +8.0% | 760,768 | +0.2% | 2.81% | -5.2% |
Q3 2021 | $187,729,000 | -0.4% | 759,544 | -0.4% | 2.97% | -1.6% |
Q2 2021 | $188,506,000 | +8.3% | 762,781 | +0.2% | 3.02% | -0.2% |
Q1 2021 | $174,103,000 | +2.3% | 761,108 | +0.0% | 3.02% | +0.3% |
Q4 2020 | $170,258,000 | +11.4% | 760,998 | +1.6% | 3.01% | +0.8% |
Q3 2020 | $152,869,000 | +13.2% | 749,356 | +6.9% | 2.99% | +0.3% |
Q2 2020 | $134,986,000 | +17.3% | 700,681 | +1.2% | 2.98% | +0.5% |
Q1 2020 | $115,029,000 | -1.6% | 692,571 | +13.6% | 2.96% | +12.1% |
Q4 2019 | $116,945,000 | +16.9% | 609,914 | +2.2% | 2.64% | +6.9% |
Q3 2019 | $100,079,000 | -2.0% | 596,848 | +1.6% | 2.47% | -3.3% |
Q2 2019 | $102,149,000 | +1.9% | 587,268 | +1.0% | 2.56% | -1.7% |
Q1 2019 | $100,285,000 | +15.5% | 581,427 | +7.5% | 2.60% | +5.5% |
Q4 2018 | $86,855,000 | -5.3% | 540,813 | +6.4% | 2.47% | +7.3% |
Q3 2018 | $91,740,000 | +21.1% | 508,508 | +6.8% | 2.30% | +11.4% |
Q2 2018 | $75,755,000 | +4.3% | 476,030 | +0.7% | 2.06% | +2.6% |
Q1 2018 | $72,605,000 | +15.3% | 472,905 | +15.7% | 2.01% | +14.5% |
Q4 2017 | $62,994,000 | +10.2% | 408,683 | +8.9% | 1.76% | +2.4% |
Q3 2017 | $57,145,000 | +9.5% | 375,262 | +6.0% | 1.72% | +6.2% |
Q2 2017 | $52,187,000 | +11.8% | 354,124 | +4.6% | 1.62% | +5.7% |
Q1 2017 | $46,680,000 | +19.4% | 338,702 | +9.8% | 1.53% | +11.4% |
Q4 2016 | $39,088,000 | -14.7% | 308,339 | -10.6% | 1.37% | -15.4% |
Q3 2016 | $45,845,000 | +7.8% | 344,984 | +5.9% | 1.62% | +6.8% |
Q2 2016 | $42,520,000 | +13.2% | 325,849 | +7.0% | 1.52% | +12.5% |
Q1 2016 | $37,546,000 | -48.0% | 304,510 | -43.9% | 1.35% | -46.4% |
Q4 2015 | $72,146,000 | +8.6% | 542,942 | +0.2% | 2.52% | +3.4% |
Q3 2015 | $66,420,000 | -7.6% | 541,937 | +5.5% | 2.44% | -3.5% |
Q2 2015 | $71,883,000 | +9.7% | 513,597 | +6.2% | 2.52% | +12.4% |
Q1 2015 | $65,534,000 | +52.0% | 483,577 | +40.9% | 2.25% | +52.4% |
Q4 2014 | $43,107,000 | +506.3% | 343,233 | +464.7% | 1.47% | +475.8% |
Q3 2014 | $7,110,000 | – | 60,777 | – | 0.26% | – |
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% |