VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 229 filers reported holding VANGUARD WORLD FDS in Q3 2015. The put-call ratio across all filers is 1.34 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,369,458 | -1.9% | 5,825 | +2.2% | 0.07% | -6.5% |
Q2 2023 | $1,395,964 | +2.2% | 5,702 | -0.4% | 0.08% | -4.9% |
Q1 2023 | $1,365,661 | -2.6% | 5,727 | +1.3% | 0.08% | -4.7% |
Q4 2022 | $1,402,723 | +13.0% | 5,655 | +1.9% | 0.08% | -1.2% |
Q3 2022 | $1,241,000 | -6.8% | 5,548 | -1.9% | 0.09% | -3.4% |
Q2 2022 | $1,332,000 | -7.2% | 5,655 | +0.2% | 0.09% | +6.0% |
Q1 2022 | $1,435,000 | +4.3% | 5,641 | +1.3% | 0.08% | -4.5% |
Q4 2021 | $1,376,000 | 0.0% | 5,568 | 0.0% | 0.09% | 0.0% |
Q3 2021 | $1,376,000 | +0.3% | 5,568 | +0.3% | 0.09% | 0.0% |
Q2 2021 | $1,372,000 | +6.1% | 5,551 | -1.8% | 0.09% | +1.1% |
Q1 2021 | $1,293,000 | +2.5% | 5,653 | +0.3% | 0.09% | -20.9% |
Q4 2020 | $1,261,000 | +10.8% | 5,638 | +1.1% | 0.11% | -6.0% |
Q3 2020 | $1,138,000 | +3.3% | 5,577 | -2.5% | 0.12% | -4.9% |
Q2 2020 | $1,102,000 | +19.9% | 5,722 | +3.4% | 0.12% | 0.0% |
Q1 2020 | $919,000 | -20.0% | 5,532 | -7.7% | 0.12% | -4.7% |
Q4 2019 | $1,149,000 | +20.9% | 5,992 | +5.7% | 0.13% | +12.2% |
Q3 2019 | $950,000 | -3.9% | 5,667 | -0.4% | 0.12% | -5.7% |
Q2 2019 | $989,000 | +0.8% | 5,687 | 0.0% | 0.12% | -3.9% |
Q1 2019 | $981,000 | +9.7% | 5,687 | +2.2% | 0.13% | -5.2% |
Q4 2018 | $894,000 | -7.9% | 5,567 | +3.5% | 0.13% | +3.1% |
Q3 2018 | $971,000 | +9.5% | 5,381 | -3.4% | 0.13% | +2.4% |
Q2 2018 | $887,000 | +5.8% | 5,571 | +2.1% | 0.13% | +3.3% |
Q1 2018 | $838,000 | +1.2% | 5,457 | +1.6% | 0.12% | +3.4% |
Q4 2017 | $828,000 | +1.2% | 5,371 | 0.0% | 0.12% | -4.8% |
Q3 2017 | $818,000 | +3.3% | 5,371 | 0.0% | 0.12% | 0.0% |
Q2 2017 | $792,000 | +7.2% | 5,371 | +0.2% | 0.12% | +5.0% |
Q1 2017 | $739,000 | +17.9% | 5,361 | +8.5% | 0.12% | +15.5% |
Q4 2016 | $627,000 | +9.6% | 4,943 | +14.8% | 0.10% | +1.0% |
Q3 2016 | $572,000 | +1.8% | 4,304 | 0.0% | 0.10% | +1.0% |
Q2 2016 | $562,000 | -17.4% | 4,304 | -21.9% | 0.10% | -22.9% |
Q1 2016 | $680,000 | -7.2% | 5,514 | 0.0% | 0.13% | -16.6% |
Q4 2015 | $733,000 | +1.5% | 5,514 | -6.4% | 0.16% | -9.2% |
Q3 2015 | $722,000 | -1.5% | 5,889 | +12.4% | 0.17% | +3.0% |
Q2 2015 | $733,000 | +1.5% | 5,238 | -1.7% | 0.17% | +1.2% |
Q1 2015 | $722,000 | +11.8% | 5,328 | +3.7% | 0.17% | +5.7% |
Q4 2014 | $646,000 | +5.7% | 5,140 | -1.5% | 0.16% | +1.9% |
Q3 2014 | $611,000 | -0.2% | 5,220 | -4.8% | 0.15% | +4.8% |
Q2 2014 | $612,000 | +4.4% | 5,485 | 0.0% | 0.15% | +2.8% |
Q1 2014 | $586,000 | +3.7% | 5,485 | -1.8% | 0.14% | +4.4% |
Q4 2013 | $565,000 | +8.0% | 5,585 | -0.6% | 0.14% | +0.7% |
Q3 2013 | $523,000 | +5.2% | 5,620 | -2.3% | 0.14% | 0.0% |
Q2 2013 | $497,000 | – | 5,755 | – | 0.14% | – |
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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% |