VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 385 filers reported holding VANGUARD WORLD FDS in Q4 2017. The put-call ratio across all filers is 0.40 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $758,431 | -4.0% | 3,226 | 0.0% | 0.03% | 0.0% |
Q2 2023 | $789,787 | +2.7% | 3,226 | 0.0% | 0.03% | -3.6% |
Q1 2023 | $769,270 | -5.7% | 3,226 | -1.9% | 0.03% | -12.5% |
Q4 2022 | $816,083 | +10.9% | 3,290 | 0.0% | 0.03% | +3.2% |
Q3 2022 | $736,000 | +982.4% | 3,290 | +1034.5% | 0.03% | +933.3% |
Q2 2022 | $68,000 | -8.1% | 290 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $74,000 | -3.9% | 290 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $77,000 | +6.9% | 290 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $72,000 | +80.0% | 290 | +79.0% | 0.00% | +50.0% |
Q2 2021 | $40,000 | +8.1% | 162 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $37,000 | +2.8% | 162 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $36,000 | +9.1% | 162 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $33,000 | +6.5% | 162 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $31,000 | +342.9% | 162 | +260.0% | 0.00% | +100.0% |
Q1 2020 | $7,000 | -22.2% | 45 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $9,000 | +12.5% | 45 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $8,000 | -70.4% | 45 | -71.0% | 0.00% | -50.0% |
Q2 2019 | $27,000 | 0.0% | 155 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $27,000 | +8.0% | 155 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $25,000 | +25.0% | 155 | +40.9% | 0.00% | +100.0% |
Q3 2018 | $20,000 | +11.1% | 110 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $18,000 | +5.9% | 110 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $17,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $17,000 | 0.0% | 110 | 0.0% | 0.00% | -50.0% |
Q3 2017 | $17,000 | +6.2% | 110 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $16,000 | -79.7% | 110 | -80.7% | 0.00% | -75.0% |
Q1 2017 | $79,000 | +9.7% | 571 | 0.0% | 0.01% | 0.0% |
Q4 2016 | $72,000 | -5.3% | 571 | 0.0% | 0.01% | -11.1% |
Q3 2016 | $76,000 | +1.3% | 571 | 0.0% | 0.01% | 0.0% |
Q2 2016 | $75,000 | +7.1% | 571 | 0.0% | 0.01% | +12.5% |
Q1 2016 | $70,000 | -7.9% | 571 | 0.0% | 0.01% | -11.1% |
Q4 2015 | $76,000 | +8.6% | 571 | 0.0% | 0.01% | 0.0% |
Q3 2015 | $70,000 | -12.5% | 571 | 0.0% | 0.01% | 0.0% |
Q2 2015 | $80,000 | +3.9% | 571 | 0.0% | 0.01% | 0.0% |
Q1 2015 | $77,000 | +6.9% | 571 | 0.0% | 0.01% | +12.5% |
Q4 2014 | $72,000 | +7.5% | 571 | 0.0% | 0.01% | 0.0% |
Q3 2014 | $67,000 | +4.7% | 571 | 0.0% | 0.01% | +14.3% |
Q2 2014 | $64,000 | +4.9% | 571 | 0.0% | 0.01% | 0.0% |
Q1 2014 | $61,000 | – | 571 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Wechter Feldman Wealth Management, Inc. | 108,364 | $26,780,000 | 18.74% |
Allied Investment Advisors, LLC | 98,593 | $24,365,000 | 9.18% |
Morningstar Investment Management LLC | 280,664 | $69,360,000 | 7.86% |
Capital Advantage, Inc. | 103,430 | $25,561,000 | 6.70% |
Aprio Wealth Management, LLC | 54,798 | $13,542,000 | 6.40% |
Curran Financial Partners, LLC | 46,686 | $11,538,000 | 6.34% |
ASSET PLANNING CORPORATION | 24,758 | $6,118,000 | 5.96% |
Adaptive Financial Consulting, LLC | 35,501 | $8,773,000 | 5.48% |
Essex Private Wealth Management, LLC | 22,255 | $5,500,000 | 5.02% |
Tatro Capital, LLC | 28,055 | $6,933,000 | 4.73% |