VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 325 filers reported holding VANGUARD WORLD FDS in Q2 2017. The put-call ratio across all filers is 0.96 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,180,198 | -5.4% | 13,527 | -1.5% | 0.57% | 0.0% |
Q2 2023 | $3,360,644 | -1.6% | 13,727 | -4.2% | 0.57% | -6.7% |
Q1 2023 | $3,416,416 | -4.8% | 14,327 | -1.0% | 0.61% | -12.1% |
Q4 2022 | $3,589,532 | +9.4% | 14,471 | -1.3% | 0.70% | -2.7% |
Q3 2022 | $3,280,000 | -5.1% | 14,664 | -0.1% | 0.72% | -0.4% |
Q2 2022 | $3,456,000 | -6.9% | 14,676 | +0.6% | 0.72% | +8.1% |
Q1 2022 | $3,711,000 | -1.1% | 14,590 | +3.5% | 0.66% | +0.3% |
Q4 2021 | $3,754,000 | +7.4% | 14,090 | -1.7% | 0.66% | -1.6% |
Q3 2021 | $3,495,000 | -2.0% | 14,340 | -0.6% | 0.67% | -3.7% |
Q2 2021 | $3,566,000 | +8.0% | 14,430 | 0.0% | 0.70% | -2.0% |
Q1 2021 | $3,301,000 | +3.9% | 14,430 | +1.6% | 0.71% | -5.9% |
Q4 2020 | $3,177,000 | +13.4% | 14,200 | +3.4% | 0.76% | -3.1% |
Q3 2020 | $2,801,000 | +5.9% | 13,730 | 0.0% | 0.78% | +0.3% |
Q2 2020 | $2,645,000 | +16.0% | 13,730 | 0.0% | 0.78% | -4.5% |
Q1 2020 | $2,280,000 | +2.9% | 13,730 | +18.9% | 0.82% | +33.5% |
Q4 2019 | $2,215,000 | +14.4% | 11,550 | 0.0% | 0.61% | +18.8% |
Q3 2019 | $1,937,000 | -6.0% | 11,550 | -2.5% | 0.52% | -5.9% |
Q2 2019 | $2,061,000 | +0.4% | 11,850 | -0.4% | 0.55% | -4.4% |
Q1 2019 | $2,053,000 | +4.8% | 11,900 | -2.5% | 0.57% | -3.7% |
Q4 2018 | $1,959,000 | -3.1% | 12,200 | +8.9% | 0.59% | +14.2% |
Q3 2018 | $2,021,000 | +13.9% | 11,200 | +0.4% | 0.52% | +11.3% |
Q2 2018 | $1,774,000 | +4.1% | 11,150 | +0.5% | 0.47% | +4.5% |
Q1 2018 | $1,704,000 | -2.2% | 11,100 | -1.8% | 0.45% | +1.8% |
Q4 2017 | $1,742,000 | -1.8% | 11,300 | -3.0% | 0.44% | -6.8% |
Q3 2017 | $1,774,000 | +3.3% | 11,650 | 0.0% | 0.47% | 0.0% |
Q2 2017 | $1,717,000 | +6.9% | 11,650 | 0.0% | 0.47% | +2.6% |
Q1 2017 | $1,606,000 | +8.7% | 11,650 | 0.0% | 0.46% | +6.0% |
Q4 2016 | $1,477,000 | -5.4% | 11,650 | -0.9% | 0.43% | -8.1% |
Q3 2016 | $1,561,000 | +1.0% | 11,750 | -0.8% | 0.47% | -2.9% |
Q2 2016 | $1,546,000 | +5.0% | 11,850 | -0.8% | 0.48% | -0.2% |
Q1 2016 | $1,473,000 | -7.2% | 11,950 | 0.0% | 0.49% | -10.8% |
Q4 2015 | $1,588,000 | +8.4% | 11,950 | 0.0% | 0.54% | +4.4% |
Q3 2015 | $1,465,000 | -7.8% | 11,950 | +5.3% | 0.52% | -2.1% |
Q2 2015 | $1,589,000 | +2.8% | 11,350 | -0.4% | 0.53% | +8.6% |
Q1 2015 | $1,545,000 | +7.9% | 11,400 | 0.0% | 0.49% | +2.1% |
Q4 2014 | $1,432,000 | +7.3% | 11,400 | 0.0% | 0.48% | +4.3% |
Q3 2014 | $1,334,000 | +4.8% | 11,400 | 0.0% | 0.46% | +6.5% |
Q2 2014 | $1,273,000 | +2.2% | 11,400 | -2.1% | 0.43% | +0.5% |
Q1 2014 | $1,246,000 | +4.0% | 11,650 | -1.7% | 0.43% | +3.4% |
Q4 2013 | $1,198,000 | +14.9% | 11,850 | +5.8% | 0.42% | +6.1% |
Q3 2013 | $1,043,000 | +19.5% | 11,200 | +10.8% | 0.39% | +13.3% |
Q2 2013 | $873,000 | – | 10,111 | – | 0.35% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Wechter Feldman Wealth Management, Inc. | 104,281 | $20,090,000 | 18.21% |
Allied Investment Advisors, LLC | 95,358 | $18,371,000 | 10.58% |
CABANA LLC | 528,624 | $101,839,000 | 9.35% |
Tatro Capital, LLC | 30,973 | $5,967,000 | 8.56% |
Foundations Investment Advisors, LLC | 449,483 | $87,941,000 | 7.78% |
Beacon Capital Management, Inc. | 715,314 | $137,805,000 | 7.04% |
Capital Advantage, Inc. | 100,673 | $19,395,000 | 6.89% |
Essex Private Wealth Management, LLC | 30,512 | $5,878,000 | 6.82% |
Madden Advisory Services, Inc. | 26,877 | $5,177,000 | 5.37% |
Morningstar Investment Management LLC | 191,895 | $36,969,000 | 5.10% |