VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 472 filers reported holding VANGUARD WORLD FDS in Q4 2018. The put-call ratio across all filers is 3.13 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,082,837 | -3.9% | 4,605 | +0.0% | 0.11% | -1.8% |
Q2 2023 | $1,127,174 | +5.9% | 4,604 | +3.1% | 0.11% | -0.9% |
Q1 2023 | $1,064,548 | -3.6% | 4,464 | +0.3% | 0.11% | -9.7% |
Q4 2022 | $1,104,125 | +16.6% | 4,451 | +5.2% | 0.12% | -9.5% |
Q3 2022 | $947,000 | -5.2% | 4,231 | -0.2% | 0.14% | +2.2% |
Q2 2022 | $999,000 | -7.8% | 4,240 | -0.4% | 0.13% | +3.1% |
Q1 2022 | $1,083,000 | -2.7% | 4,256 | +1.9% | 0.13% | -11.0% |
Q4 2021 | $1,113,000 | +4.7% | 4,178 | -2.9% | 0.15% | -9.3% |
Q3 2021 | $1,063,000 | +23.3% | 4,301 | +23.3% | 0.16% | +11.8% |
Q2 2021 | $862,000 | +11.7% | 3,487 | +3.3% | 0.14% | -18.2% |
Q1 2021 | $772,000 | +10.1% | 3,376 | +7.8% | 0.18% | -4.9% |
Q4 2020 | $701,000 | +10.6% | 3,133 | +0.8% | 0.18% | -6.1% |
Q3 2020 | $634,000 | +44.7% | 3,109 | +36.8% | 0.20% | +26.3% |
Q2 2020 | $438,000 | +27.0% | 2,273 | +9.4% | 0.16% | +6.1% |
Q1 2020 | $345,000 | -5.0% | 2,078 | +9.8% | 0.15% | +17.6% |
Q4 2019 | $363,000 | +8.0% | 1,893 | -0.9% | 0.12% | +3.3% |
Q3 2019 | $336,000 | -3.7% | 1,911 | -4.7% | 0.12% | -47.6% |
Q2 2019 | $349,000 | +1.2% | 2,005 | +0.4% | 0.23% | -2.5% |
Q1 2019 | $345,000 | -16.5% | 1,998 | -22.3% | 0.24% | -28.4% |
Q4 2018 | $413,000 | -6.8% | 2,570 | +4.7% | 0.33% | +4.4% |
Q3 2018 | $443,000 | +64.1% | 2,455 | +44.6% | 0.32% | +40.9% |
Q2 2018 | $270,000 | +5.1% | 1,698 | +1.6% | 0.22% | -3.8% |
Q1 2018 | $257,000 | -3.0% | 1,672 | -2.8% | 0.23% | -3.7% |
Q4 2017 | $265,000 | +1.5% | 1,720 | +0.5% | 0.24% | -4.3% |
Q3 2017 | $261,000 | +1.6% | 1,711 | -1.7% | 0.25% | +20.4% |
Q2 2017 | $257,000 | +7.1% | 1,741 | 0.0% | 0.21% | -9.8% |
Q1 2017 | $240,000 | +13.7% | 1,741 | +4.6% | 0.23% | +2.6% |
Q4 2016 | $211,000 | -4.5% | 1,665 | +0.2% | 0.23% | +4.1% |
Q3 2016 | $221,000 | +2.3% | 1,661 | +0.3% | 0.22% | -3.1% |
Q2 2016 | $216,000 | +5.9% | 1,656 | +0.2% | 0.23% | -3.8% |
Q1 2016 | $204,000 | -6.8% | 1,653 | +0.1% | 0.24% | -17.5% |
Q4 2015 | $219,000 | – | 1,651 | – | 0.28% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Morningstar Investment Management LLC | 239,817 | $59,487 | 15.52% |
PGIM Custom Harvest LLC | 931,839 | $231,142,634 | 10.45% |
CORA CAPITAL ADVISORS LLC | 57,074 | $14,157,144 | 9.74% |
Allied Investment Advisors, LLC | 114,771 | $28,468,947 | 8.90% |
BCM ADVISORS, LLC | 111,216 | $27,196,761 | 7.52% |
PARAGON FINANCIAL PARTNERS, INC. | 27,292 | $6,769,865 | 7.49% |
Essex Private Wealth Management, LLC | 7,976 | $1,978,501 | 7.42% |
ARMSTRONG ADVISORY GROUP, INC | 225,914 | $56,037,925 | 7.38% |
Pariax, LLC | 21,255 | $5,272,303 | 6.54% |
ASSET PLANNING CORPORATION | 30,860 | $7,654,765 | 6.37% |