VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 312 filers reported holding VANGUARD WORLD FDS in Q1 2017. The put-call ratio across all filers is 0.50 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $6,608,809 | -1.3% | 24,845 | +0.4% | 0.06% | -1.7% |
Q1 2024 | $6,694,004 | +2.0% | 24,744 | -5.5% | 0.06% | -6.2% |
Q4 2023 | $6,563,896 | -33.9% | 26,182 | -38.0% | 0.06% | -40.7% |
Q3 2023 | $9,932,857 | -10.4% | 42,249 | -6.7% | 0.11% | -7.7% |
Q2 2023 | $11,086,267 | +9.6% | 45,283 | +6.8% | 0.12% | +2.6% |
Q1 2023 | $10,111,776 | -3.3% | 42,405 | +0.6% | 0.11% | -7.3% |
Q4 2022 | $10,457,658 | +27.7% | 42,159 | +14.0% | 0.12% | +15.0% |
Q3 2022 | $8,190,000 | +25.7% | 36,975 | +33.7% | 0.11% | +30.5% |
Q2 2022 | $6,514,000 | -4.7% | 27,660 | +2.9% | 0.08% | +10.8% |
Q1 2022 | $6,837,000 | -30.9% | 26,879 | -27.7% | 0.07% | -30.2% |
Q4 2021 | $9,901,000 | +10.0% | 37,162 | +2.1% | 0.11% | +1.9% |
Q3 2021 | $8,997,000 | +1.3% | 36,399 | +1.3% | 0.10% | 0.0% |
Q2 2021 | $8,884,000 | -18.2% | 35,947 | -24.3% | 0.10% | -25.2% |
Q1 2021 | $10,866,000 | -4.4% | 47,502 | -6.6% | 0.14% | -20.1% |
Q4 2020 | $11,372,000 | +15.1% | 50,835 | +4.9% | 0.17% | +1.2% |
Q3 2020 | $9,881,000 | +6.8% | 48,438 | +0.9% | 0.17% | -0.6% |
Q2 2020 | $9,249,000 | +15.8% | 48,007 | -0.1% | 0.17% | +10.9% |
Q1 2020 | $7,986,000 | -17.3% | 48,079 | -4.6% | 0.16% | 0.0% |
Q4 2019 | $9,662,000 | +17.8% | 50,395 | +3.0% | 0.16% | +6.1% |
Q3 2019 | $8,204,000 | -6.8% | 48,925 | -3.3% | 0.15% | -10.4% |
Q2 2019 | $8,801,000 | +4.2% | 50,599 | +3.2% | 0.16% | +13.1% |
Q1 2019 | $8,450,000 | +11.5% | 49,036 | +3.9% | 0.14% | -2.0% |
Q4 2018 | $7,580,000 | +2.4% | 47,199 | +15.0% | 0.15% | +12.1% |
Q3 2018 | $7,405,000 | +70.1% | 41,042 | +50.1% | 0.13% | +55.3% |
Q2 2018 | $4,353,000 | +8.6% | 27,350 | +4.8% | 0.08% | +2.4% |
Q1 2018 | $4,008,000 | -2.3% | 26,108 | -1.9% | 0.08% | -3.5% |
Q4 2017 | $4,103,000 | +6.7% | 26,616 | +5.4% | 0.09% | +14.7% |
Q3 2017 | $3,845,000 | +6.0% | 25,251 | +2.6% | 0.08% | -8.5% |
Q2 2017 | $3,626,000 | +11.4% | 24,606 | +4.2% | 0.08% | +3.8% |
Q1 2017 | $3,255,000 | +15.3% | 23,624 | +6.1% | 0.08% | +23.4% |
Q4 2016 | $2,823,000 | +28.7% | 22,273 | +34.9% | 0.06% | +16.4% |
Q3 2016 | $2,193,000 | +83.1% | 16,507 | +79.8% | 0.06% | +57.1% |
Q2 2016 | $1,198,000 | +83.2% | 9,181 | +72.9% | 0.04% | +75.0% |
Q1 2016 | $654,000 | -4.4% | 5,311 | +3.0% | 0.02% | -9.1% |
Q4 2015 | $684,000 | +144.3% | 5,154 | +125.3% | 0.02% | +120.0% |
Q3 2015 | $280,000 | -7.6% | 2,288 | +5.5% | 0.01% | 0.0% |
Q2 2015 | $303,000 | +9.4% | 2,168 | +5.9% | 0.01% | +11.1% |
Q1 2015 | $277,000 | +7.8% | 2,048 | 0.0% | 0.01% | +12.5% |
Q4 2014 | $257,000 | +8.0% | 2,048 | +0.6% | 0.01% | 0.0% |
Q3 2014 | $238,000 | +6.2% | 2,036 | +1.3% | 0.01% | 0.0% |
Q2 2014 | $224,000 | -0.4% | 2,010 | -4.7% | 0.01% | 0.0% |
Q1 2014 | $225,000 | +10.3% | 2,110 | +4.5% | 0.01% | 0.0% |
Q4 2013 | $204,000 | +1.0% | 2,020 | -7.1% | 0.01% | -11.1% |
Q3 2013 | $202,000 | +8.0% | 2,175 | 0.0% | 0.01% | 0.0% |
Q2 2013 | $187,000 | – | 2,175 | – | 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% |