VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 152 filers reported holding VANGUARD WORLD FDS in Q1 2014. The put-call ratio across all filers is 1.34 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $348,000 | +4.5% | 1,557 | +10.0% | 0.01% | +12.5% |
Q2 2022 | $333,000 | +31.6% | 1,416 | +42.2% | 0.01% | +60.0% |
Q1 2022 | $253,000 | +25.9% | 996 | +31.7% | 0.01% | +25.0% |
Q4 2021 | $201,000 | +11.0% | 756 | +3.4% | 0.00% | +33.3% |
Q3 2021 | $181,000 | 0.0% | 731 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $181,000 | +2916.7% | 731 | +2824.0% | 0.00% | – |
Q1 2021 | $6,000 | 0.0% | 25 | 0.0% | 0.00% | – |
Q4 2020 | $6,000 | +20.0% | 25 | 0.0% | 0.00% | – |
Q3 2020 | $5,000 | 0.0% | 25 | 0.0% | 0.00% | – |
Q2 2020 | $5,000 | +25.0% | 25 | 0.0% | 0.00% | – |
Q1 2020 | $4,000 | -94.4% | 25 | -93.3% | 0.00% | -100.0% |
Q4 2019 | $72,000 | +14.3% | 373 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $63,000 | -3.1% | 373 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $65,000 | -40.9% | 373 | -41.5% | 0.00% | -33.3% |
Q1 2019 | $110,000 | +7.8% | 638 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $102,000 | +52.2% | 638 | +71.0% | 0.00% | +50.0% |
Q3 2018 | $67,000 | -19.3% | 373 | -28.7% | 0.00% | -33.3% |
Q2 2018 | $83,000 | +3.8% | 523 | 0.0% | 0.00% | +50.0% |
Q1 2018 | $80,000 | -1.2% | 523 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $81,000 | +1.2% | 523 | 0.0% | 0.00% | -33.3% |
Q3 2017 | $80,000 | +3.9% | 523 | 0.0% | 0.00% | +50.0% |
Q2 2017 | $77,000 | +6.9% | 523 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $72,000 | +14.3% | 523 | +5.0% | 0.00% | 0.0% |
Q4 2016 | $63,000 | +37.0% | 498 | +43.1% | 0.00% | 0.0% |
Q3 2016 | $46,000 | +2.2% | 348 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $45,000 | +4.7% | 348 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $43,000 | -6.5% | 348 | 0.0% | 0.00% | 0.0% |
Q4 2015 | $46,000 | +283.3% | 348 | +248.0% | 0.00% | – |
Q3 2014 | $12,000 | -96.1% | 100 | -96.4% | 0.00% | -100.0% |
Q2 2014 | $311,000 | +4.4% | 2,785 | 0.0% | 0.01% | 0.0% |
Q1 2014 | $298,000 | +5.7% | 2,785 | 0.0% | 0.01% | +11.1% |
Q4 2013 | $282,000 | +4.8% | 2,785 | -3.5% | 0.01% | 0.0% |
Q3 2013 | $269,000 | +11.6% | 2,885 | +3.6% | 0.01% | +80.0% |
Q2 2013 | $241,000 | -18.9% | 2,785 | -22.3% | 0.01% | -16.7% |
Q1 2013 | $297,000 | +15.6% | 3,585 | 0.0% | 0.01% | +20.0% |
Q4 2012 | $257,000 | +0.8% | 3,585 | +2.9% | 0.01% | -16.7% |
Q3 2012 | $255,000 | +6.2% | 3,485 | 0.0% | 0.01% | 0.0% |
Q2 2012 | $240,000 | +2.1% | 3,485 | 0.0% | 0.01% | 0.0% |
Q1 2012 | $235,000 | +10.3% | 3,485 | 0.0% | 0.01% | 0.0% |
Q4 2011 | $213,000 | +7.6% | 3,485 | 0.0% | 0.01% | 0.0% |
Q3 2011 | $198,000 | -11.6% | 3,485 | 0.0% | 0.01% | 0.0% |
Q2 2011 | $224,000 | – | 3,485 | – | 0.01% | – |
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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% |