VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 898 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $4,784,000 | -1.9% | 21,388 | +3.2% | 0.22% | -2.6% |
Q2 2022 | $4,879,000 | -0.3% | 20,716 | +7.7% | 0.23% | +7.5% |
Q1 2022 | $4,895,000 | +7.2% | 19,241 | +12.2% | 0.21% | -3.2% |
Q4 2021 | $4,568,000 | +24.8% | 17,146 | +15.8% | 0.22% | +8.4% |
Q3 2021 | $3,661,000 | +5.1% | 14,811 | +5.1% | 0.20% | +1.5% |
Q2 2021 | $3,482,000 | +7.1% | 14,088 | -0.8% | 0.20% | -9.9% |
Q1 2021 | $3,250,000 | +5.5% | 14,207 | +3.2% | 0.22% | +0.9% |
Q4 2020 | $3,081,000 | +8.3% | 13,773 | -1.2% | 0.22% | -3.5% |
Q3 2020 | $2,845,000 | -1.2% | 13,946 | -6.7% | 0.23% | -5.8% |
Q2 2020 | $2,879,000 | -18.5% | 14,944 | -29.7% | 0.24% | -28.8% |
Q1 2020 | $3,533,000 | -1.0% | 21,271 | +14.3% | 0.34% | +24.1% |
Q4 2019 | $3,568,000 | +12.8% | 18,606 | -1.3% | 0.27% | +5.0% |
Q3 2019 | $3,162,000 | +2.2% | 18,856 | +6.0% | 0.26% | +2.0% |
Q2 2019 | $3,095,000 | +4.4% | 17,791 | +3.5% | 0.26% | -10.2% |
Q1 2019 | $2,964,000 | +10.1% | 17,187 | +13.3% | 0.28% | +2.2% |
Q4 2018 | $2,692,000 | +15.6% | 15,175 | +17.6% | 0.28% | +37.4% |
Q3 2018 | $2,328,000 | +11.9% | 12,906 | -1.3% | 0.20% | +5.2% |
Q2 2018 | $2,081,000 | -10.8% | 13,078 | -14.0% | 0.19% | -11.9% |
Q1 2018 | $2,334,000 | +8.8% | 15,205 | +9.2% | 0.22% | +12.9% |
Q4 2017 | $2,146,000 | -0.2% | 13,923 | -1.4% | 0.19% | -11.0% |
Q3 2017 | $2,151,000 | +10.8% | 14,123 | +7.2% | 0.22% | +6.3% |
Q2 2017 | $1,942,000 | +14.8% | 13,178 | +7.4% | 0.20% | +13.9% |
Q1 2017 | $1,691,000 | +3.4% | 12,273 | -4.8% | 0.18% | -1.6% |
Q4 2016 | $1,635,000 | +1.9% | 12,898 | +6.9% | 0.18% | -2.7% |
Q3 2016 | $1,604,000 | +3.6% | 12,071 | +1.8% | 0.19% | +1.1% |
Q2 2016 | $1,548,000 | +12.6% | 11,863 | +6.4% | 0.19% | +9.4% |
Q1 2016 | $1,375,000 | +21.3% | 11,150 | +30.7% | 0.17% | +18.9% |
Q4 2015 | $1,134,000 | +14.9% | 8,532 | +5.9% | 0.14% | +6.7% |
Q3 2015 | $987,000 | -12.5% | 8,057 | 0.0% | 0.13% | -5.6% |
Q2 2015 | $1,128,000 | +2.8% | 8,057 | -0.5% | 0.14% | +3.6% |
Q1 2015 | $1,097,000 | +3.6% | 8,097 | -4.0% | 0.14% | +3.8% |
Q4 2014 | $1,059,000 | +4.2% | 8,432 | -2.9% | 0.13% | -1.5% |
Q3 2014 | $1,016,000 | +4.0% | 8,682 | -0.8% | 0.13% | +6.3% |
Q2 2014 | $977,000 | +4.4% | 8,752 | 0.0% | 0.13% | +2.4% |
Q1 2014 | $936,000 | +5.8% | 8,752 | 0.0% | 0.12% | -0.8% |
Q4 2013 | $885,000 | +8.2% | 8,752 | -0.4% | 0.12% | -3.1% |
Q3 2013 | $818,000 | +7.2% | 8,787 | -0.6% | 0.13% | +0.8% |
Q2 2013 | $763,000 | – | 8,837 | – | 0.13% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Wechter Feldman Wealth Management, Inc. | 106,792 | $24,429,000 | 18.01% |
Allied Investment Advisors, LLC | 95,411 | $21,825,000 | 9.35% |
Beacon Capital Management, Inc. | 742,169 | $169,771,000 | 6.88% |
Capital Advantage, Inc. | 102,242 | $23,388,000 | 6.37% |
Morningstar Investment Management LLC | 273,598 | $62,586,000 | 6.28% |
Essex Private Wealth Management, LLC | 26,900 | $6,153,000 | 5.87% |
ASSET PLANNING CORPORATION | 23,590 | $5,396,000 | 5.61% |
New England Investment & Retirement Group, Inc. | 99,109 | $22,671,000 | 5.48% |
Adaptive Financial Consulting, LLC | 34,485 | $7,889,000 | 5.30% |
Tatro Capital, LLC | 28,902 | $6,611,000 | 5.12% |