VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 762 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.
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% | – |
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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% |