VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 405 filers reported holding VANGUARD WORLD FDS in Q2 2018. The put-call ratio across all filers is 0.32 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $243,922 | -28.3% | 917 | -27.1% | 0.02% | -27.3% |
Q1 2024 | $340,314 | +4.6% | 1,258 | -3.1% | 0.03% | 0.0% |
Q4 2023 | $325,409 | +6.6% | 1,298 | 0.0% | 0.03% | -5.7% |
Q3 2023 | $305,160 | -6.4% | 1,298 | -2.6% | 0.04% | -2.8% |
Q2 2023 | $326,100 | +2.0% | 1,332 | -0.7% | 0.04% | -2.7% |
Q1 2023 | $319,775 | -4.2% | 1,341 | -0.4% | 0.04% | -5.1% |
Q4 2022 | $333,875 | +42.7% | 1,346 | +28.8% | 0.04% | +30.0% |
Q3 2022 | $234,000 | +0.4% | 1,045 | +14.1% | 0.03% | +30.4% |
Q1 2022 | $233,000 | -20.2% | 916 | -16.3% | 0.02% | -17.9% |
Q4 2021 | $292,000 | +7.0% | 1,095 | -1.0% | 0.03% | 0.0% |
Q3 2021 | $273,000 | 0.0% | 1,106 | 0.0% | 0.03% | 0.0% |
Q2 2021 | $273,000 | +14.2% | 1,106 | +6.0% | 0.03% | +7.7% |
Q1 2021 | $239,000 | -2.4% | 1,043 | -4.6% | 0.03% | -7.1% |
Q4 2020 | $245,000 | -14.6% | 1,093 | -22.4% | 0.03% | -22.2% |
Q3 2020 | $287,000 | +5.9% | 1,408 | 0.0% | 0.04% | 0.0% |
Q2 2020 | $271,000 | -17.1% | 1,408 | -28.5% | 0.04% | -28.0% |
Q1 2020 | $327,000 | -13.3% | 1,968 | 0.0% | 0.05% | +8.7% |
Q4 2019 | $377,000 | +12.9% | 1,968 | -1.2% | 0.05% | +4.5% |
Q3 2019 | $334,000 | -17.3% | 1,992 | -14.1% | 0.04% | -18.5% |
Q2 2019 | $404,000 | -3.1% | 2,320 | -4.1% | 0.05% | -1.8% |
Q1 2019 | $417,000 | +2.0% | 2,420 | -5.0% | 0.06% | +1.9% |
Q4 2018 | $409,000 | -11.1% | 2,548 | 0.0% | 0.05% | +3.8% |
Q3 2018 | $460,000 | +13.6% | 2,548 | 0.0% | 0.05% | +8.3% |
Q2 2018 | $405,000 | +0.5% | 2,548 | -2.9% | 0.05% | -2.0% |
Q1 2018 | $403,000 | -0.2% | 2,623 | 0.0% | 0.05% | 0.0% |
Q4 2017 | $404,000 | +1.3% | 2,623 | 0.0% | 0.05% | -7.5% |
Q3 2017 | $399,000 | +5.3% | 2,623 | +1.9% | 0.05% | -1.9% |
Q2 2017 | $379,000 | -2.6% | 2,573 | -8.9% | 0.05% | -6.9% |
Q1 2017 | $389,000 | +4.9% | 2,825 | -3.4% | 0.06% | -12.1% |
Q4 2016 | $371,000 | -52.7% | 2,925 | -50.4% | 0.07% | -52.9% |
Q3 2016 | $784,000 | -21.0% | 5,902 | -22.4% | 0.14% | -21.8% |
Q2 2016 | $993,000 | -62.7% | 7,607 | -64.8% | 0.18% | -62.2% |
Q1 2016 | $2,663,000 | -24.2% | 21,597 | -18.4% | 0.47% | -25.3% |
Q4 2015 | $3,515,000 | +29.4% | 26,455 | +19.4% | 0.63% | +21.0% |
Q3 2015 | $2,717,000 | -12.6% | 22,165 | -0.2% | 0.52% | -3.7% |
Q2 2015 | $3,108,000 | +3.5% | 22,205 | +0.2% | 0.54% | +0.7% |
Q1 2015 | $3,002,000 | +890.8% | 22,155 | +819.3% | 0.54% | +862.5% |
Q4 2014 | $303,000 | +43.6% | 2,410 | +33.9% | 0.06% | +43.6% |
Q3 2014 | $211,000 | +5.5% | 1,800 | +0.4% | 0.04% | +18.2% |
Q2 2014 | $200,000 | -4.3% | 1,793 | -8.2% | 0.03% | -8.3% |
Q1 2014 | $209,000 | +175.0% | 1,953 | +160.4% | 0.04% | +176.9% |
Q4 2013 | $76,000 | +28.8% | 750 | +19.0% | 0.01% | +30.0% |
Q3 2013 | $59,000 | +28.3% | 630 | +18.9% | 0.01% | +11.1% |
Q2 2013 | $46,000 | – | 530 | – | 0.01% | – |
Download |
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% |