VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 608 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 0.48 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,450,034 | -7.8% | 6,168 | -4.0% | 0.17% | -6.1% |
Q2 2023 | $1,572,622 | -2.0% | 6,424 | -4.5% | 0.18% | +5.9% |
Q1 2023 | $1,604,021 | +87027.7% | 6,727 | -9.4% | 0.17% | -13.3% |
Q4 2022 | $1,841 | -99.9% | 7,423 | +0.6% | 0.20% | -1.0% |
Q3 2022 | $1,651,000 | -5.0% | 7,381 | 0.0% | 0.20% | +2.1% |
Q2 2022 | $1,738,000 | -40.3% | 7,381 | -34.1% | 0.19% | +35.9% |
Q1 2022 | $2,913,000 | +99.9% | 11,193 | +104.7% | 0.14% | -1.4% |
Q4 2021 | $1,457,000 | -4.6% | 5,469 | -11.5% | 0.14% | -17.7% |
Q3 2021 | $1,527,000 | +147.1% | 6,179 | +128.7% | 0.18% | +94.4% |
Q2 2021 | $618,000 | 0.0% | 2,702 | 0.0% | 0.09% | -18.9% |
Q1 2021 | $618,000 | +9.6% | 2,702 | +7.3% | 0.11% | -0.9% |
Q4 2020 | $564,000 | +0.5% | 2,519 | -8.4% | 0.11% | -18.8% |
Q3 2020 | $561,000 | +61.2% | 2,750 | +52.3% | 0.14% | +29.0% |
Q2 2020 | $348,000 | +43.8% | 1,806 | +23.9% | 0.11% | +24.4% |
Q1 2020 | $242,000 | +20.4% | 1,458 | +39.1% | 0.09% | +56.4% |
Q4 2019 | $201,000 | -62.4% | 1,048 | -68.5% | 0.06% | -66.5% |
Q4 2018 | $535,000 | -59.2% | 3,331 | -54.2% | 0.16% | -43.3% |
Q3 2018 | $1,311,000 | -6.3% | 7,268 | -17.3% | 0.29% | -14.2% |
Q2 2018 | $1,399,000 | -33.3% | 8,792 | -35.7% | 0.34% | -18.0% |
Q1 2018 | $2,098,000 | +104.9% | 13,668 | +105.7% | 0.41% | +69.1% |
Q4 2017 | $1,024,000 | -1.1% | 6,644 | -2.2% | 0.24% | -4.3% |
Q3 2017 | $1,035,000 | -53.1% | 6,796 | -54.6% | 0.25% | -45.4% |
Q2 2017 | $2,206,000 | +51.5% | 14,968 | +41.7% | 0.46% | +38.8% |
Q1 2017 | $1,456,000 | -22.1% | 10,565 | -28.3% | 0.34% | -16.5% |
Q4 2016 | $1,869,000 | -12.7% | 14,745 | -8.5% | 0.40% | -21.2% |
Q3 2016 | $2,141,000 | -1.9% | 16,108 | -3.7% | 0.51% | -3.6% |
Q2 2016 | $2,182,000 | +6.1% | 16,723 | +0.3% | 0.53% | +3.7% |
Q1 2016 | $2,056,000 | -14.5% | 16,672 | -7.9% | 0.51% | -11.9% |
Q4 2015 | $2,406,000 | +56.6% | 18,103 | +44.4% | 0.58% | +44.9% |
Q3 2015 | $1,536,000 | +20.4% | 12,534 | +37.4% | 0.40% | +21.3% |
Q2 2015 | $1,276,000 | +3.0% | 9,119 | -0.2% | 0.33% | +3.5% |
Q1 2015 | $1,239,000 | +54.5% | 9,140 | +43.1% | 0.32% | +52.2% |
Q4 2014 | $802,000 | +79.4% | 6,389 | +67.1% | 0.21% | +56.0% |
Q3 2014 | $447,000 | +20.2% | 3,824 | +14.7% | 0.13% | +20.7% |
Q2 2014 | $372,000 | – | 3,335 | – | 0.11% | – |
Download |
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% |