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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $598,254 | -59.2% | 2,249 | -58.6% | 0.00% | – |
Q1 2024 | $1,468,082 | +30.1% | 5,427 | +20.6% | 0.00% | – |
Q4 2023 | $1,128,159 | -33.5% | 4,500 | -37.6% | 0.00% | – |
Q3 2023 | $1,695,498 | +2.9% | 7,212 | +7.2% | 0.00% | – |
Q2 2023 | $1,647,639 | -2.2% | 6,730 | -4.7% | 0.00% | – |
Q1 2023 | $1,684,381 | -46.9% | 7,064 | -44.7% | 0.00% | -100.0% |
Q4 2022 | $3,170,046 | -2.3% | 12,780 | -11.9% | 0.00% | 0.0% |
Q3 2022 | $3,245,000 | +19.7% | 14,509 | +26.0% | 0.00% | 0.0% |
Q2 2022 | $2,710,000 | -23.0% | 11,511 | -16.8% | 0.00% | 0.0% |
Q1 2022 | $3,518,000 | -15.7% | 13,829 | -11.7% | 0.00% | 0.0% |
Q4 2021 | $4,173,000 | +7.6% | 15,664 | -0.2% | 0.00% | 0.0% |
Q3 2021 | $3,878,000 | -6.6% | 15,689 | -6.6% | 0.00% | 0.0% |
Q2 2021 | $4,152,000 | -1.0% | 16,803 | -8.4% | 0.00% | 0.0% |
Q1 2021 | $4,195,000 | +2.8% | 18,338 | +0.5% | 0.00% | 0.0% |
Q4 2020 | $4,082,000 | +1.5% | 18,249 | -7.5% | 0.00% | 0.0% |
Q3 2020 | $4,022,000 | -4.3% | 19,718 | -9.6% | 0.00% | 0.0% |
Q2 2020 | $4,201,000 | +28.5% | 21,805 | +10.8% | 0.00% | 0.0% |
Q1 2020 | $3,269,000 | -44.4% | 19,678 | -35.8% | 0.00% | -50.0% |
Q4 2019 | $5,879,000 | +32.9% | 30,664 | +16.3% | 0.00% | +100.0% |
Q3 2019 | $4,422,000 | -17.5% | 26,373 | -14.4% | 0.00% | 0.0% |
Q2 2019 | $5,357,000 | -7.4% | 30,799 | -8.2% | 0.00% | -50.0% |
Q1 2019 | $5,784,000 | +12.1% | 33,532 | +4.4% | 0.00% | 0.0% |
Q4 2018 | $5,159,000 | -29.7% | 32,120 | -21.1% | 0.00% | 0.0% |
Q3 2018 | $7,343,000 | +16.2% | 40,698 | +2.5% | 0.00% | 0.0% |
Q2 2018 | $6,320,000 | +5.0% | 39,718 | +1.3% | 0.00% | 0.0% |
Q1 2018 | $6,019,000 | +1.1% | 39,213 | +1.6% | 0.00% | 0.0% |
Q4 2017 | $5,953,000 | -6.4% | 38,614 | -7.5% | 0.00% | 0.0% |
Q3 2017 | $6,359,000 | +11.5% | 41,762 | +7.9% | 0.00% | 0.0% |
Q2 2017 | $5,704,000 | +6.8% | 38,710 | -0.1% | 0.00% | +100.0% |
Q1 2017 | $5,343,000 | +15.0% | 38,766 | +5.7% | 0.00% | 0.0% |
Q4 2016 | $4,648,000 | -10.2% | 36,661 | -5.9% | 0.00% | -50.0% |
Q3 2016 | $5,176,000 | -0.5% | 38,952 | -2.3% | 0.00% | 0.0% |
Q2 2016 | $5,201,000 | +15.4% | 39,860 | +9.0% | 0.00% | +100.0% |
Q1 2016 | $4,508,000 | -7.8% | 36,558 | -0.6% | 0.00% | 0.0% |
Q4 2015 | $4,887,000 | +22.1% | 36,788 | +12.7% | 0.00% | 0.0% |
Q3 2015 | $4,001,000 | +11.4% | 32,648 | +27.3% | 0.00% | 0.0% |
Q2 2015 | $3,590,000 | +3.6% | 25,656 | +0.3% | 0.00% | 0.0% |
Q1 2015 | $3,466,000 | +516.7% | 25,573 | +471.1% | 0.00% | – |
Q4 2014 | $562,000 | +102.9% | 4,478 | +88.9% | 0.00% | – |
Q3 2014 | $277,000 | -56.1% | 2,371 | -59.8% | 0.00% | – |
Q1 2014 | $631,000 | +30.9% | 5,905 | +23.8% | 0.00% | – |
Q4 2013 | $482,000 | – | 4,771 | – | 0.00% | – |
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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% |
EXECUTIVE WEALTH GROUP LLC | 52,272 | $10,070,105 | 8.06% |
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% |