VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 898 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $47,443 | -3.2% | 201,801 | +0.8% | 0.22% | -0.9% |
| Q2 2023 | $49,004 | +6.7% | 200,165 | +3.9% | 0.22% | -0.9% |
| Q1 2023 | $45,933 | -4.8% | 192,622 | -1.0% | 0.22% | -10.0% |
| Q4 2022 | $48,246 | -99.9% | 194,503 | +1.8% | 0.25% | +3.7% |
| Q3 2022 | $42,758,000 | -2.5% | 191,140 | +2.6% | 0.24% | +2.1% |
| Q2 2022 | $43,871,000 | -5.8% | 186,288 | +1.7% | 0.24% | +10.3% |
| Q1 2022 | $46,582,000 | -1.3% | 183,120 | +3.4% | 0.21% | +1.4% |
| Q4 2021 | $47,191,000 | +14.7% | 177,130 | +6.4% | 0.21% | +3.9% |
| Q3 2021 | $41,129,000 | -3.0% | 166,406 | -3.0% | 0.20% | 0.0% |
| Q2 2021 | $42,408,000 | +14.4% | 171,602 | +5.9% | 0.20% | +1.0% |
| Q1 2021 | $37,058,000 | +10.7% | 162,002 | +8.2% | 0.20% | +2.6% |
| Q4 2020 | $33,486,000 | +6.2% | 149,670 | -3.1% | 0.20% | -8.0% |
| Q3 2020 | $31,520,000 | +2.0% | 154,510 | -3.7% | 0.21% | -8.6% |
| Q2 2020 | $30,913,000 | +70.3% | 160,461 | +46.9% | 0.23% | +33.9% |
| Q1 2020 | $18,147,000 | -5.9% | 109,259 | +8.6% | 0.17% | +16.8% |
| Q4 2019 | $19,288,000 | +15.3% | 100,593 | +0.9% | 0.15% | +1.4% |
| Q3 2019 | $16,724,000 | -9.1% | 99,735 | -5.7% | 0.15% | -13.0% |
| Q2 2019 | $18,390,000 | -4.9% | 105,725 | -5.7% | 0.17% | -8.6% |
| Q1 2019 | $19,339,000 | +16.6% | 112,121 | +8.5% | 0.18% | +1.1% |
| Q4 2018 | $16,592,000 | -38.8% | 103,315 | -31.3% | 0.18% | -29.3% |
| Q3 2018 | $27,116,000 | +62.6% | 150,304 | +43.4% | 0.26% | +47.2% |
| Q2 2018 | $16,678,000 | +58.7% | 104,803 | +53.1% | 0.18% | +49.2% |
| Q1 2018 | $10,508,000 | -2.1% | 68,443 | -1.7% | 0.12% | -6.3% |
| Q4 2017 | $10,733,000 | -28.4% | 69,629 | -29.3% | 0.13% | -37.3% |
| Q3 2017 | $14,991,000 | +41.2% | 98,443 | +36.6% | 0.20% | +28.8% |
| Q2 2017 | $10,619,000 | +9.0% | 72,054 | +2.0% | 0.16% | -6.0% |
| Q1 2017 | $9,738,000 | +8.0% | 70,659 | -0.6% | 0.17% | -1.8% |
| Q4 2016 | $9,014,000 | -3.0% | 71,105 | +1.7% | 0.17% | -1.7% |
| Q3 2016 | $9,290,000 | +4.3% | 69,906 | +2.4% | 0.17% | -9.0% |
| Q2 2016 | $8,907,000 | +9.7% | 68,264 | +3.7% | 0.19% | +2.7% |
| Q1 2016 | $8,118,000 | -20.6% | 65,839 | -14.4% | 0.18% | -24.0% |
| Q4 2015 | $10,224,000 | +4.2% | 76,941 | -3.9% | 0.24% | -14.2% |
| Q3 2015 | $9,816,000 | -28.3% | 80,088 | -18.1% | 0.28% | -25.4% |
| Q2 2015 | $13,693,000 | +39.6% | 97,836 | +35.1% | 0.38% | +35.5% |
| Q1 2015 | $9,812,000 | +26.2% | 72,402 | +17.0% | 0.28% | +15.8% |
| Q4 2014 | $7,775,000 | +43.6% | 61,908 | +33.8% | 0.24% | +50.6% |
| Q3 2014 | $5,415,000 | +29.7% | 46,286 | +23.7% | 0.16% | +9.6% |
| Q2 2014 | $4,175,000 | -39.4% | 37,404 | -42.0% | 0.15% | -43.8% |
| Q1 2014 | $6,890,000 | +22.2% | 64,445 | +15.6% | 0.26% | +12.6% |
| Q4 2013 | $5,636,000 | +22.9% | 55,748 | +13.3% | 0.23% | +14.9% |
| Q3 2013 | $4,584,000 | +20.0% | 49,211 | +11.3% | 0.20% | +3.6% |
| Q2 2013 | $3,821,000 | – | 44,228 | – | 0.19% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wechter Feldman Wealth Management, Inc. | 106,792 | $24,429,000 | 18.01% |
| Allied Investment Advisors, LLC | 95,411 | $21,825,000 | 9.35% |
| Beacon Capital Management, Inc. | 742,169 | $169,771,000 | 6.88% |
| Capital Advantage, Inc. | 102,242 | $23,388,000 | 6.37% |
| Morningstar Investment Management LLC | 273,598 | $62,586,000 | 6.28% |
| Essex Private Wealth Management, LLC | 26,900 | $6,153,000 | 5.87% |
| ASSET PLANNING CORPORATION | 23,590 | $5,396,000 | 5.61% |
| New England Investment & Retirement Group, Inc. | 99,109 | $22,671,000 | 5.48% |
| Adaptive Financial Consulting, LLC | 34,485 | $7,889,000 | 5.30% |
| Tatro Capital, LLC | 28,902 | $6,611,000 | 5.12% |