VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.75 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $966,966 | -3.4% | 4,113 | +0.6% | 0.01% | -22.2% |
Q2 2023 | $1,000,824 | +2.7% | 4,088 | 0.0% | 0.01% | -10.0% |
Q1 2023 | $974,824 | -4.7% | 4,088 | -0.9% | 0.01% | -16.7% |
Q4 2022 | $1,022,958 | +10.8% | 4,124 | 0.0% | 0.01% | +9.1% |
Q3 2022 | $923,000 | -4.2% | 4,124 | +0.9% | 0.01% | 0.0% |
Q2 2022 | $963,000 | -7.4% | 4,088 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $1,040,000 | -4.5% | 4,088 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $1,089,000 | +7.8% | 4,088 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $1,010,000 | 0.0% | 4,088 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $1,010,000 | +4.8% | 4,088 | -3.0% | 0.01% | -8.3% |
Q1 2021 | $964,000 | +10.0% | 4,216 | +7.7% | 0.01% | 0.0% |
Q4 2020 | $876,000 | +9.8% | 3,914 | 0.0% | 0.01% | -14.3% |
Q3 2020 | $798,000 | +5.8% | 3,914 | 0.0% | 0.01% | -6.7% |
Q2 2020 | $754,000 | +16.0% | 3,914 | 0.0% | 0.02% | -21.1% |
Q1 2020 | $650,000 | -13.3% | 3,914 | 0.0% | 0.02% | -5.0% |
Q4 2019 | $750,000 | +16.1% | 3,914 | +1.6% | 0.02% | +11.1% |
Q3 2019 | $646,000 | -3.6% | 3,854 | 0.0% | 0.02% | -14.3% |
Q2 2019 | $670,000 | +0.8% | 3,854 | 0.0% | 0.02% | -4.5% |
Q1 2019 | $665,000 | +7.4% | 3,854 | 0.0% | 0.02% | -8.3% |
Q4 2018 | $619,000 | -10.9% | 3,854 | 0.0% | 0.02% | 0.0% |
Q3 2018 | $695,000 | +13.4% | 3,854 | 0.0% | 0.02% | +4.3% |
Q2 2018 | $613,000 | +3.5% | 3,854 | 0.0% | 0.02% | -4.2% |
Q1 2018 | $592,000 | -0.3% | 3,854 | 0.0% | 0.02% | 0.0% |
Q4 2017 | $594,000 | +1.2% | 3,854 | 0.0% | 0.02% | -7.7% |
Q3 2017 | $587,000 | +3.3% | 3,854 | 0.0% | 0.03% | +4.0% |
Q2 2017 | $568,000 | – | 3,854 | – | 0.02% | – |
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% |