VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 340 filers reported holding VANGUARD WORLD FDS in Q3 2017. The put-call ratio across all filers is 0.94 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $482,873 | -0.1% | 2,054 | +4.0% | 0.01% | 0.0% |
Q2 2023 | $483,461 | +36.5% | 1,975 | +33.0% | 0.01% | +30.0% |
Q1 2023 | $354,099 | +42665.6% | 1,485 | -55.5% | 0.01% | -58.3% |
Q4 2022 | $828 | -99.9% | 3,336 | +0.6% | 0.02% | +4.3% |
Q3 2022 | $742,000 | -5.0% | 3,317 | 0.0% | 0.02% | +4.5% |
Q2 2022 | $781,000 | -7.2% | 3,317 | +0.2% | 0.02% | +10.0% |
Q1 2022 | $842,000 | -4.3% | 3,309 | +0.2% | 0.02% | -4.8% |
Q4 2021 | $880,000 | +8.4% | 3,302 | +0.5% | 0.02% | 0.0% |
Q3 2021 | $812,000 | 0.0% | 3,285 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $812,000 | +8.4% | 3,285 | +0.4% | 0.02% | 0.0% |
Q1 2021 | $749,000 | +2.3% | 3,273 | +0.1% | 0.02% | -12.5% |
Q4 2020 | $732,000 | +10.1% | 3,271 | +0.3% | 0.02% | -7.7% |
Q3 2020 | $665,000 | +6.1% | 3,262 | +0.2% | 0.03% | 0.0% |
Q2 2020 | $627,000 | +14.2% | 3,254 | -1.5% | 0.03% | +4.0% |
Q1 2020 | $549,000 | -13.1% | 3,304 | +0.2% | 0.02% | +4.2% |
Q4 2019 | $632,000 | +13.7% | 3,297 | -0.5% | 0.02% | 0.0% |
Q3 2019 | $556,000 | -13.1% | 3,313 | -9.9% | 0.02% | -17.2% |
Q2 2019 | $640,000 | -4.2% | 3,679 | -5.0% | 0.03% | -3.3% |
Q1 2019 | $668,000 | +7.2% | 3,873 | -0.2% | 0.03% | 0.0% |
Q4 2018 | $623,000 | -15.7% | 3,879 | -5.4% | 0.03% | +7.1% |
Q3 2018 | $739,000 | +7.4% | 4,100 | -5.2% | 0.03% | -6.7% |
Q2 2018 | $688,000 | -14.3% | 4,323 | -17.3% | 0.03% | -16.7% |
Q1 2018 | $803,000 | +5.9% | 5,228 | +6.3% | 0.04% | -10.0% |
Q4 2017 | $758,000 | -2.7% | 4,917 | -3.9% | 0.04% | -11.1% |
Q3 2017 | $779,000 | +16.3% | 5,117 | +12.5% | 0.04% | +4.7% |
Q2 2017 | $670,000 | +11.3% | 4,548 | +4.0% | 0.04% | +4.9% |
Q1 2017 | $602,000 | -2.4% | 4,371 | -10.2% | 0.04% | -8.9% |
Q4 2016 | $617,000 | – | 4,865 | – | 0.04% | – |
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% |