VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 385 filers reported holding VANGUARD WORLD FDS in Q4 2017. The put-call ratio across all filers is 0.40 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% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Morningstar Investment Management LLC | 239,817 | $59,487 | 15.52% |
PGIM Custom Harvest LLC | 931,839 | $231,142,634 | 10.45% |
CORA CAPITAL ADVISORS LLC | 57,074 | $14,157,144 | 9.74% |
Allied Investment Advisors, LLC | 114,771 | $28,468,947 | 8.90% |
BCM ADVISORS, LLC | 111,216 | $27,196,761 | 7.52% |
PARAGON FINANCIAL PARTNERS, INC. | 27,292 | $6,769,865 | 7.49% |
Essex Private Wealth Management, LLC | 7,976 | $1,978,501 | 7.42% |
ARMSTRONG ADVISORY GROUP, INC | 225,914 | $56,037,925 | 7.38% |
Pariax, LLC | 21,255 | $5,272,303 | 6.54% |
ASSET PLANNING CORPORATION | 30,860 | $7,654,765 | 6.37% |