VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 910 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,012,928 | -1.7% | 3,808 | 0.0% | 0.01% | -6.7% |
Q1 2024 | $1,030,096 | +7.9% | 3,808 | 0.0% | 0.02% | 0.0% |
Q4 2023 | $954,661 | -1.3% | 3,808 | -7.4% | 0.02% | -11.8% |
Q3 2023 | $966,962 | -3.4% | 4,113 | +0.6% | 0.02% | 0.0% |
Q2 2023 | $1,000,821 | +2.7% | 4,088 | 0.0% | 0.02% | -5.6% |
Q1 2023 | $974,821 | -3.9% | 4,088 | 0.0% | 0.02% | -10.0% |
Q4 2022 | $1,014,025 | +5.7% | 4,088 | -4.7% | 0.02% | 0.0% |
Q3 2022 | $959,000 | -17.2% | 4,288 | -12.8% | 0.02% | -13.0% |
Q2 2022 | $1,158,000 | +3.9% | 4,919 | +12.3% | 0.02% | +21.1% |
Q1 2022 | $1,114,000 | -6.1% | 4,380 | -1.7% | 0.02% | 0.0% |
Q4 2021 | $1,187,000 | +21.6% | 4,456 | +12.8% | 0.02% | +5.6% |
Q3 2021 | $976,000 | -5.0% | 3,950 | -4.9% | 0.02% | 0.0% |
Q2 2021 | $1,027,000 | +22.1% | 4,154 | +13.0% | 0.02% | +12.5% |
Q1 2021 | $841,000 | +39.0% | 3,675 | +36.0% | 0.02% | +23.1% |
Q4 2020 | $605,000 | +9.8% | 2,702 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $551,000 | +5.8% | 2,702 | 0.0% | 0.01% | -7.1% |
Q2 2020 | $521,000 | +13.8% | 2,702 | -2.1% | 0.01% | -6.7% |
Q1 2020 | $458,000 | -16.3% | 2,760 | -3.2% | 0.02% | +7.1% |
Q4 2019 | $547,000 | +14.4% | 2,852 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $478,000 | -3.6% | 2,852 | 0.0% | 0.01% | -6.7% |
Q2 2019 | $496,000 | +0.8% | 2,852 | 0.0% | 0.02% | 0.0% |
Q1 2019 | $492,000 | +7.9% | 2,852 | +0.4% | 0.02% | -6.2% |
Q4 2018 | $456,000 | -6.9% | 2,841 | +4.6% | 0.02% | +6.7% |
Q3 2018 | $490,000 | +55.1% | 2,716 | +36.7% | 0.02% | +50.0% |
Q2 2018 | $316,000 | +3.6% | 1,987 | 0.0% | 0.01% | 0.0% |
Q1 2018 | $305,000 | -0.3% | 1,987 | 0.0% | 0.01% | -9.1% |
Q4 2017 | $306,000 | +1.0% | 1,987 | 0.0% | 0.01% | 0.0% |
Q3 2017 | $303,000 | +373.4% | 1,987 | +354.7% | 0.01% | +450.0% |
Q2 2017 | $64,000 | +45.5% | 437 | +36.6% | 0.00% | 0.0% |
Q1 2017 | $44,000 | -59.3% | 320 | -62.6% | 0.00% | -60.0% |
Q4 2016 | $108,000 | +151.2% | 855 | +167.2% | 0.01% | +150.0% |
Q3 2016 | $43,000 | +2.4% | 320 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $42,000 | +7.7% | 320 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $39,000 | -9.3% | 320 | 0.0% | 0.00% | 0.0% |
Q4 2015 | $43,000 | +10.3% | 320 | 0.0% | 0.00% | 0.0% |
Q3 2015 | $39,000 | -13.3% | 320 | 0.0% | 0.00% | 0.0% |
Q2 2015 | $45,000 | +4.7% | 320 | 0.0% | 0.00% | 0.0% |
Q1 2015 | $43,000 | +7.5% | 320 | 0.0% | 0.00% | 0.0% |
Q4 2014 | $40,000 | +8.1% | 320 | 0.0% | 0.00% | 0.0% |
Q3 2014 | $37,000 | +2.8% | 320 | 0.0% | 0.00% | 0.0% |
Q2 2014 | $36,000 | +5.9% | 320 | 0.0% | 0.00% | 0.0% |
Q1 2014 | $34,000 | +6.2% | 320 | 0.0% | 0.00% | 0.0% |
Q4 2013 | $32,000 | +6.7% | 320 | 0.0% | 0.00% | 0.0% |
Q3 2013 | $30,000 | +7.1% | 320 | 0.0% | 0.00% | 0.0% |
Q2 2013 | $28,000 | – | 320 | – | 0.00% | – |
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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% |