VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 203 filers reported holding VANGUARD WORLD FDS in Q4 2014. The put-call ratio across all filers is 0.69 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $284,611 | -3.9% | 1,210 | 0.0% | 0.03% | -3.7% |
| Q2 2023 | $296,240 | +2.7% | 1,210 | 0.0% | 0.03% | -3.6% |
| Q1 2023 | $288,544 | -9.4% | 1,210 | -5.8% | 0.03% | -12.5% |
| Q4 2022 | $318,629 | +11.0% | 1,284 | +0.1% | 0.03% | 0.0% |
| Q3 2022 | $287,000 | -5.0% | 1,283 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $302,000 | +28.5% | 1,283 | +39.0% | 0.03% | +45.5% |
| Q1 2022 | $235,000 | +4.0% | 923 | +9.0% | 0.02% | +10.0% |
| Q4 2021 | $226,000 | +8.1% | 847 | +0.1% | 0.02% | -4.8% |
| Q3 2021 | $209,000 | -5.4% | 846 | -12.4% | 0.02% | -12.5% |
| Q1 2021 | $221,000 | +0.9% | 966 | -1.5% | 0.02% | -4.0% |
| Q4 2020 | $219,000 | +9.0% | 981 | -0.6% | 0.02% | -7.4% |
| Q3 2020 | $201,000 | -6.9% | 987 | -21.2% | 0.03% | -10.0% |
| Q1 2019 | $216,000 | +6.9% | 1,252 | -0.7% | 0.03% | -6.2% |
| Q4 2018 | $202,000 | -12.2% | 1,261 | -1.1% | 0.03% | +6.7% |
| Q3 2018 | $230,000 | -55.5% | 1,275 | -62.2% | 0.03% | -60.5% |
| Q1 2018 | $517,000 | +1.0% | 3,370 | +1.4% | 0.08% | +4.1% |
| Q4 2017 | $512,000 | +25.2% | 3,325 | +23.9% | 0.07% | +23.7% |
| Q3 2017 | $409,000 | -10.3% | 2,684 | -13.1% | 0.06% | -14.5% |
| Q2 2017 | $456,000 | -64.4% | 3,090 | -66.7% | 0.07% | -66.5% |
| Q1 2017 | $1,281,000 | +268.1% | 9,292 | +238.1% | 0.21% | +249.2% |
| Q4 2016 | $348,000 | -4.7% | 2,748 | +0.0% | 0.06% | -6.3% |
| Q3 2016 | $365,000 | +1.7% | 2,747 | -0.1% | 0.06% | -4.5% |
| Q2 2016 | $359,000 | +12.2% | 2,751 | +5.8% | 0.07% | 0.0% |
| Q1 2016 | $320,000 | -6.4% | 2,601 | +0.9% | 0.07% | -8.3% |
| Q4 2015 | $342,000 | +10.0% | 2,578 | +1.5% | 0.07% | 0.0% |
| Q3 2015 | $311,000 | -88.3% | 2,541 | -86.6% | 0.07% | -87.3% |
| Q2 2015 | $2,653,000 | +744.9% | 18,957 | +718.2% | 0.56% | +756.1% |
| Q1 2015 | $314,000 | -42.3% | 2,317 | -46.5% | 0.07% | +13.8% |
| Q4 2014 | $544,000 | +114.2% | 4,334 | +100.0% | 0.06% | +5.5% |
| Q3 2014 | $254,000 | – | 2,167 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wechter Feldman Wealth Management, Inc. | 104,281 | $20,090,000 | 18.21% |
| Allied Investment Advisors, LLC | 95,358 | $18,371,000 | 10.58% |
| CABANA LLC | 528,624 | $101,839,000 | 9.35% |
| Tatro Capital, LLC | 30,973 | $5,967,000 | 8.56% |
| Foundations Investment Advisors, LLC | 449,483 | $87,941,000 | 7.78% |
| Beacon Capital Management, Inc. | 715,314 | $137,805,000 | 7.04% |
| Capital Advantage, Inc. | 100,673 | $19,395,000 | 6.89% |
| Essex Private Wealth Management, LLC | 30,512 | $5,878,000 | 6.82% |
| Madden Advisory Services, Inc. | 26,877 | $5,177,000 | 5.37% |
| Morningstar Investment Management LLC | 191,895 | $36,969,000 | 5.10% |