VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 471 filers reported holding VANGUARD WORLD FDS in Q2 2019. The put-call ratio across all filers is 0.55 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $152,696,278 | +2.6% | 649,495 | +6.9% | 0.11% | +0.9% |
Q2 2023 | $148,808,200 | +1.8% | 607,827 | -0.8% | 0.11% | -7.0% |
Q1 2023 | $146,153,416 | -9.7% | 612,905 | -6.1% | 0.11% | -18.0% |
Q4 2022 | $161,904,606 | +12.7% | 652,710 | +1.6% | 0.14% | 0.0% |
Q3 2022 | $143,708,000 | -2.6% | 642,415 | +2.5% | 0.14% | -0.7% |
Q2 2022 | $147,562,000 | -4.0% | 626,590 | +3.7% | 0.14% | +6.1% |
Q1 2022 | $153,657,000 | -1.8% | 604,046 | +2.9% | 0.13% | +0.8% |
Q4 2021 | $156,394,000 | +12.9% | 587,019 | +4.8% | 0.13% | +0.8% |
Q3 2021 | $138,500,000 | +13.8% | 560,366 | +13.8% | 0.13% | +5.7% |
Q2 2021 | $121,653,000 | +7.3% | 492,264 | -0.6% | 0.12% | -5.4% |
Q1 2021 | $113,327,000 | +13.5% | 495,419 | +11.0% | 0.13% | +0.8% |
Q4 2020 | $99,839,000 | +14.8% | 446,246 | +4.6% | 0.13% | -5.1% |
Q3 2020 | $86,994,000 | +5.4% | 426,440 | -0.5% | 0.14% | -5.6% |
Q2 2020 | $82,549,000 | +27.2% | 428,490 | +9.7% | 0.14% | +2.9% |
Q1 2020 | $64,904,000 | -19.7% | 390,773 | -7.3% | 0.14% | -4.8% |
Q4 2019 | $80,854,000 | +26.0% | 421,687 | +10.2% | 0.15% | +12.2% |
Q3 2019 | $64,151,000 | -2.3% | 382,581 | +1.3% | 0.13% | -6.4% |
Q2 2019 | $65,685,000 | +3.3% | 377,633 | +2.4% | 0.14% | -2.8% |
Q1 2019 | $63,602,000 | +12.6% | 368,753 | +4.9% | 0.14% | -4.0% |
Q4 2018 | $56,468,000 | +1.2% | 351,603 | +13.7% | 0.15% | +11.9% |
Q3 2018 | $55,776,000 | +24.2% | 309,161 | +9.5% | 0.13% | +13.6% |
Q2 2018 | $44,922,000 | +4.8% | 282,279 | +1.1% | 0.12% | 0.0% |
Q1 2018 | $42,861,000 | +13.9% | 279,169 | +14.4% | 0.12% | +3.5% |
Q4 2017 | $37,621,000 | +17.6% | 244,073 | +16.2% | 0.11% | +0.9% |
Q3 2017 | $31,994,000 | +1.5% | 210,100 | -1.8% | 0.11% | -5.0% |
Q2 2017 | $31,522,000 | -4.7% | 213,898 | -11.0% | 0.12% | -47.1% |
Q1 2017 | $33,082,000 | +18.3% | 240,301 | +10.3% | 0.22% | +5.6% |
Q4 2016 | $27,968,000 | -9.1% | 217,919 | -6.3% | 0.21% | -27.1% |
Q3 2016 | $30,765,000 | -14.0% | 232,453 | -13.8% | 0.29% | -3.3% |
Q2 2016 | $35,765,000 | -51.0% | 269,637 | -54.0% | 0.30% | +48.8% |
Q1 2016 | $73,002,000 | -10.5% | 585,613 | -6.1% | 0.20% | -10.2% |
Q4 2015 | $81,591,000 | +157.5% | 623,453 | +149.1% | 0.23% | +29.9% |
Q3 2015 | $31,681,000 | -21.3% | 250,282 | -12.6% | 0.17% | -14.7% |
Q2 2015 | $40,250,000 | +29.8% | 286,521 | +23.6% | 0.20% | +29.1% |
Q1 2015 | $31,019,000 | +24.0% | 231,783 | +16.3% | 0.16% | +15.3% |
Q4 2014 | $25,024,000 | +26.9% | 199,250 | +17.0% | 0.14% | +16.1% |
Q3 2014 | $19,724,000 | +8.6% | 170,340 | +4.7% | 0.12% | +11.3% |
Q2 2014 | $18,165,000 | +12.5% | 162,725 | +7.7% | 0.11% | +7.1% |
Q1 2014 | $16,149,000 | +6.0% | 151,041 | +0.2% | 0.10% | +4.2% |
Q4 2013 | $15,238,000 | -4.0% | 150,725 | -10.2% | 0.10% | -10.4% |
Q3 2013 | $15,878,000 | +32.3% | 167,891 | +20.9% | 0.11% | +23.3% |
Q2 2013 | $11,999,000 | – | 138,893 | – | 0.09% | – |
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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% |