VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 728 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 1.03 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,936,939 | -1.4% | 12,492 | +2.7% | 0.02% | +5.0% |
Q2 2023 | $2,978,975 | +1.2% | 12,168 | -1.5% | 0.02% | -9.1% |
Q1 2023 | $2,945,066 | -0.4% | 12,350 | +3.6% | 0.02% | -4.3% |
Q4 2022 | $2,957,340 | +16.1% | 11,922 | +4.7% | 0.02% | +9.5% |
Q3 2022 | $2,547,000 | -5.3% | 11,385 | -0.3% | 0.02% | +5.0% |
Q2 2022 | $2,689,000 | -3.3% | 11,418 | +4.5% | 0.02% | +11.1% |
Q1 2022 | $2,780,000 | -34.1% | 10,928 | -31.0% | 0.02% | -35.7% |
Q4 2021 | $4,218,000 | +13.3% | 15,834 | +5.1% | 0.03% | +3.7% |
Q3 2021 | $3,723,000 | +4.7% | 15,065 | +4.7% | 0.03% | +3.8% |
Q2 2021 | $3,556,000 | +7.9% | 14,391 | -0.1% | 0.03% | -3.7% |
Q1 2021 | $3,296,000 | -4.4% | 14,410 | -6.5% | 0.03% | -15.6% |
Q4 2020 | $3,447,000 | +14.7% | 15,407 | +4.6% | 0.03% | -3.0% |
Q3 2020 | $3,005,000 | +16.3% | 14,730 | +10.1% | 0.03% | -8.3% |
Q2 2020 | $2,583,000 | +24.6% | 13,384 | +7.3% | 0.04% | +24.1% |
Q1 2020 | $2,073,000 | -4.5% | 12,479 | +10.3% | 0.03% | +20.8% |
Q4 2019 | $2,170,000 | +15.9% | 11,318 | +1.3% | 0.02% | +9.1% |
Q3 2019 | $1,873,000 | -0.2% | 11,168 | +3.6% | 0.02% | -4.3% |
Q2 2019 | $1,876,000 | +31.4% | 10,784 | +30.2% | 0.02% | +27.8% |
Q1 2019 | $1,428,000 | +27.8% | 8,280 | +19.0% | 0.02% | +5.9% |
Q4 2018 | $1,117,000 | -10.9% | 6,956 | -0.2% | 0.02% | +6.2% |
Q3 2018 | $1,253,000 | -34.2% | 6,968 | -44.8% | 0.02% | -40.7% |
Q2 2018 | $1,905,000 | +3.1% | 12,625 | +3.6% | 0.03% | +8.0% |
Q1 2018 | $1,847,000 | +70.1% | 12,185 | +73.3% | 0.02% | +78.6% |
Q4 2017 | $1,086,000 | +20.5% | 7,031 | +18.7% | 0.01% | +7.7% |
Q3 2017 | $901,000 | +3.4% | 5,921 | +0.2% | 0.01% | -13.3% |
Q2 2017 | $871,000 | +4.7% | 5,910 | -2.0% | 0.02% | +7.1% |
Q1 2017 | $832,000 | +0.5% | 6,029 | -7.6% | 0.01% | +7.7% |
Q4 2016 | $828,000 | -62.6% | 6,525 | -60.9% | 0.01% | -68.3% |
Q3 2016 | $2,216,000 | -35.1% | 16,674 | -36.1% | 0.04% | -40.6% |
Q2 2016 | $3,412,000 | +8.8% | 26,107 | +2.7% | 0.07% | +1.5% |
Q1 2016 | $3,135,000 | +236.7% | 25,413 | +264.3% | 0.07% | +223.8% |
Q4 2015 | $931,000 | +8.6% | 6,975 | 0.0% | 0.02% | +10.5% |
Q3 2015 | $857,000 | +8.9% | 6,975 | +22.5% | 0.02% | +18.8% |
Q2 2015 | $787,000 | +280.2% | 5,692 | +272.5% | 0.02% | +220.0% |
Q1 2015 | $207,000 | – | 1,528 | – | 0.01% | – |
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% |