VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 706 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.88 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $15,694 | -25.6% | 59 | -24.4% | 0.00% | -50.0% |
Q1 2024 | $21,101 | -26.8% | 78 | -32.2% | 0.00% | 0.0% |
Q4 2023 | $28,831 | -31.5% | 115 | -35.8% | 0.00% | -50.0% |
Q3 2023 | $42,083 | -4.0% | 179 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $43,823 | -21.5% | 179 | -23.5% | 0.00% | -20.0% |
Q1 2023 | $55,800 | -3.9% | 234 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $58,044 | +11.6% | 234 | 0.0% | 0.01% | -28.6% |
Q3 2022 | $52,000 | -5.5% | 234 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $55,000 | -15.4% | 234 | -7.9% | 0.01% | 0.0% |
Q1 2022 | $65,000 | +22.6% | 254 | +27.6% | 0.01% | +40.0% |
Q4 2021 | $53,000 | +8.2% | 199 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $49,000 | +4.3% | 199 | +3.6% | 0.01% | 0.0% |
Q2 2021 | $47,000 | +6.8% | 192 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $44,000 | +2.3% | 192 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $43,000 | +10.3% | 192 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $39,000 | +5.4% | 192 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $37,000 | +15.6% | 192 | 0.0% | 0.01% | -16.7% |
Q1 2020 | $32,000 | -13.5% | 192 | 0.0% | 0.01% | +20.0% |
Q4 2019 | $37,000 | +15.6% | 192 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $32,000 | -3.0% | 192 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $33,000 | -5.7% | 192 | -5.0% | 0.01% | 0.0% |
Q1 2019 | $35,000 | +9.4% | 202 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $32,000 | -11.1% | 202 | 0.0% | 0.01% | 0.0% |
Q3 2018 | $36,000 | +12.5% | 202 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $32,000 | +3.2% | 202 | 0.0% | 0.01% | 0.0% |
Q1 2018 | $31,000 | -20.5% | 202 | -19.8% | 0.01% | -16.7% |
Q4 2017 | $39,000 | +2.6% | 252 | 0.0% | 0.01% | 0.0% |
Q3 2017 | $38,000 | +2.7% | 252 | 0.0% | 0.01% | 0.0% |
Q2 2017 | $37,000 | +5.7% | 252 | 0.0% | 0.01% | 0.0% |
Q1 2017 | $35,000 | +9.4% | 252 | 0.0% | 0.01% | 0.0% |
Q4 2016 | $32,000 | -3.0% | 252 | 0.0% | 0.01% | 0.0% |
Q3 2016 | $33,000 | 0.0% | 252 | 0.0% | 0.01% | -14.3% |
Q2 2016 | $33,000 | +6.5% | 252 | 0.0% | 0.01% | +16.7% |
Q1 2016 | $31,000 | – | 252 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Wechter Feldman Wealth Management, Inc. | 104,281 | $20,090,000 | 18.21% |
Allied Investment Advisors, LLC | 95,358 | $18,371,000 | 10.58% |
CABANA LLC | 528,624 | $101,839,000 | 9.35% |
Tatro Capital, LLC | 30,973 | $5,967,000 | 8.56% |
EXECUTIVE WEALTH GROUP LLC | 52,272 | $10,070,105 | 8.06% |
Foundations Investment Advisors, LLC | 449,483 | $87,941,000 | 7.78% |
Beacon Capital Management, Inc. | 715,314 | $137,805,000 | 7.04% |
Capital Advantage, Inc. | 100,673 | $19,395,000 | 6.89% |
Essex Private Wealth Management, LLC | 30,512 | $5,878,000 | 6.82% |
Madden Advisory Services, Inc. | 26,877 | $5,177,000 | 5.37% |