VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 22 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $507 | -4.0% | 2,158 | 0.0% | 0.02% | -5.0% |
Q2 2023 | $528 | +2.5% | 2,158 | 0.0% | 0.02% | -9.1% |
Q1 2023 | $515 | -3.7% | 2,158 | 0.0% | 0.02% | -8.3% |
Q4 2022 | $535 | -99.9% | 2,158 | 0.0% | 0.02% | 0.0% |
Q3 2022 | $483,000 | -4.9% | 2,158 | 0.0% | 0.02% | -4.0% |
Q2 2022 | $508,000 | -7.5% | 2,158 | 0.0% | 0.02% | 0.0% |
Q1 2022 | $549,000 | -4.5% | 2,158 | 0.0% | 0.02% | -3.8% |
Q4 2021 | $575,000 | +31.6% | 2,158 | +22.1% | 0.03% | +18.2% |
Q3 2021 | $437,000 | 0.0% | 1,768 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $437,000 | +8.2% | 1,768 | 0.0% | 0.02% | 0.0% |
Q1 2021 | $404,000 | -1.2% | 1,768 | -3.4% | 0.02% | -8.3% |
Q4 2020 | $409,000 | +13.3% | 1,830 | +3.5% | 0.02% | 0.0% |
Q3 2020 | $361,000 | +5.9% | 1,768 | 0.0% | 0.02% | -4.0% |
Q2 2020 | $341,000 | +16.0% | 1,768 | 0.0% | 0.02% | 0.0% |
Q1 2020 | $294,000 | -17.6% | 1,768 | -5.1% | 0.02% | 0.0% |
Q4 2019 | $357,000 | +14.4% | 1,863 | 0.0% | 0.02% | +4.2% |
Q3 2019 | $312,000 | +1014.3% | 1,863 | +1042.9% | 0.02% | +1100.0% |
Q2 2019 | $28,000 | 0.0% | 163 | 0.0% | 0.00% | -33.3% |
Q1 2019 | $28,000 | +7.7% | 163 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $26,000 | -71.4% | 163 | -67.7% | 0.00% | -66.7% |
Q3 2018 | $91,000 | +727.3% | 504 | +641.2% | 0.01% | +800.0% |
Q2 2018 | $11,000 | +22.2% | 68 | +17.2% | 0.00% | 0.0% |
Q1 2018 | $9,000 | +50.0% | 58 | +45.0% | 0.00% | 0.0% |
Q4 2017 | $6,000 | +100.0% | 40 | +100.0% | 0.00% | – |
Q3 2017 | $3,000 | -85.7% | 20 | -87.3% | 0.00% | -100.0% |
Q4 2015 | $21,000 | -8.7% | 157 | -15.1% | 0.01% | 0.0% |
Q3 2015 | $23,000 | -17.9% | 185 | -6.1% | 0.01% | -16.7% |
Q2 2015 | $28,000 | +3.7% | 197 | -1.0% | 0.01% | 0.0% |
Q1 2015 | $27,000 | -52.6% | 199 | -55.9% | 0.01% | -53.8% |
Q4 2014 | $57,000 | +7.5% | 451 | -1.3% | 0.01% | 0.0% |
Q3 2014 | $53,000 | +6.0% | 457 | +2.5% | 0.01% | 0.0% |
Q2 2014 | $50,000 | +16.3% | 446 | +11.2% | 0.01% | +8.3% |
Q1 2014 | $43,000 | +330.0% | 401 | +326.6% | 0.01% | +300.0% |
Q4 2013 | $10,000 | +400.0% | 94 | +422.2% | 0.00% | +200.0% |
Q3 2013 | $2,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% |
Q2 2013 | $2,000 | – | 18 | – | 0.00% | – |
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% |