VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 143 filers reported holding VANGUARD WORLD FDS in Q4 2013. The put-call ratio across all filers is 1.81 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $429,000 | +7.4% | 1,711 | +0.7% | 0.06% | +1.8% |
Q3 2023 | $399,343 | -3.6% | 1,699 | +0.4% | 0.06% | 0.0% |
Q2 2023 | $414,357 | +2.7% | 1,692 | 0.0% | 0.06% | +1.8% |
Q1 2023 | $403,591 | -3.6% | 1,692 | +0.3% | 0.06% | 0.0% |
Q4 2022 | $418,470 | +11.6% | 1,687 | +0.7% | 0.06% | -1.8% |
Q3 2022 | $375,000 | -13.8% | 1,675 | -9.3% | 0.06% | +1.8% |
Q2 2022 | $435,000 | -7.1% | 1,846 | +0.3% | 0.06% | -6.7% |
Q1 2022 | $468,000 | -50.2% | 1,840 | -47.8% | 0.06% | -49.2% |
Q4 2021 | $939,000 | +8.6% | 3,523 | +0.7% | 0.12% | -0.8% |
Q3 2021 | $865,000 | -30.5% | 3,499 | -30.6% | 0.12% | -24.7% |
Q2 2021 | $1,245,000 | +15.5% | 5,039 | +6.9% | 0.16% | +10.5% |
Q1 2021 | $1,078,000 | +2.5% | 4,714 | +0.3% | 0.14% | -10.6% |
Q4 2020 | $1,052,000 | -3.4% | 4,701 | -11.9% | 0.16% | -9.1% |
Q3 2020 | $1,089,000 | +6.2% | 5,336 | +0.3% | 0.18% | +2.9% |
Q2 2020 | $1,025,000 | +16.5% | 5,320 | +0.4% | 0.17% | 0.0% |
Q1 2020 | $880,000 | +26.1% | 5,299 | +45.6% | 0.17% | +47.4% |
Q4 2019 | $698,000 | +15.2% | 3,639 | +0.7% | 0.12% | +6.4% |
Q3 2019 | $606,000 | -3.5% | 3,612 | 0.0% | 0.11% | -8.4% |
Q2 2019 | $628,000 | +1.6% | 3,612 | +0.7% | 0.12% | +0.8% |
Q1 2019 | $618,000 | -97.6% | 3,587 | -97.8% | 0.12% | -97.9% |
Q4 2018 | $26,015,000 | -14.5% | 161,983 | -4.0% | 5.55% | -4.1% |
Q3 2018 | $30,435,000 | +10.3% | 168,697 | -2.7% | 5.79% | +4.1% |
Q2 2018 | $27,597,000 | +3.6% | 173,414 | -0.0% | 5.56% | +5.0% |
Q1 2018 | $26,633,000 | -1.6% | 173,471 | -1.2% | 5.30% | +3.9% |
Q4 2017 | $27,073,000 | +0.7% | 175,641 | -0.5% | 5.10% | +0.2% |
Q3 2017 | $26,888,000 | +3.5% | 176,572 | +0.2% | 5.09% | +0.1% |
Q2 2017 | $25,970,000 | +6.7% | 176,223 | -0.2% | 5.09% | +5.8% |
Q1 2017 | $24,331,000 | +8.7% | 176,542 | -0.1% | 4.81% | +2.0% |
Q4 2016 | $22,393,000 | -5.8% | 176,640 | -1.2% | 4.71% | -8.2% |
Q3 2016 | $23,766,000 | +0.6% | 178,840 | -1.3% | 5.14% | -1.9% |
Q2 2016 | $23,635,000 | +3.2% | 181,126 | -2.5% | 5.24% | +1.6% |
Q1 2016 | $22,908,000 | -10.4% | 185,789 | -3.4% | 5.16% | -11.4% |
Q4 2015 | $25,562,000 | +8.8% | 192,368 | +0.3% | 5.82% | +0.1% |
Q3 2015 | $23,501,000 | -14.5% | 191,754 | -2.4% | 5.82% | -6.2% |
Q2 2015 | $27,486,000 | -0.1% | 196,383 | -3.3% | 6.20% | +3.1% |
Q1 2015 | $27,523,000 | +6.8% | 203,092 | -1.1% | 6.01% | +10.3% |
Q4 2014 | $25,780,000 | -34.8% | 205,271 | -39.2% | 5.45% | -35.6% |
Q3 2014 | $39,511,000 | +4.4% | 337,731 | -0.4% | 8.46% | +10.3% |
Q2 2014 | $37,837,000 | +6.6% | 338,947 | +2.1% | 7.66% | +1.7% |
Q1 2014 | $35,480,000 | +74.1% | 331,834 | +64.7% | 7.54% | +70.6% |
Q4 2013 | $20,375,000 | +9.3% | 201,537 | +0.7% | 4.42% | +4.6% |
Q3 2013 | $18,642,000 | – | 200,147 | – | 4.23% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Pariax, LLC | 18,636 | $4,443,941 | 13.52% |
PGIM Custom Harvest LLC | 931,201 | $222,054,294 | 9.21% |
AMI INVESTMENT MANAGEMENT INC | 79,910 | $19,055,338 | 8.89% |
Allied Investment Advisors, LLC | 117,886 | $28,111,096 | 8.71% |
EXECUTIVE WEALTH GROUP LLC | 50,777 | $12,108,312 | 8.57% |
BCM ADVISORS, LLC | 107,056 | $26,473,878 | 7.16% |
Morningstar Investment Management LLC | 199,110 | $47,480 | 7.06% |
Essex Private Wealth Management, LLC | 7,902 | $1,884,250 | 6.84% |
PARAGON FINANCIAL PARTNERS, INC. | 27,101 | $6,462,422 | 6.77% |
Wealth Management Solutions, LLC | 48,001 | $11,446,226 | 6.59% |