VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 893 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $11,494,509 | -15.6% | 48,892 | -12.1% | 0.00% | -66.7% |
Q2 2023 | $13,622,274 | +17.4% | 55,642 | +14.4% | 0.00% | 0.0% |
Q1 2023 | $11,600,602 | +0.8% | 48,648 | +4.8% | 0.00% | 0.0% |
Q4 2022 | $11,509,520 | -28.8% | 46,400 | -35.8% | 0.00% | -25.0% |
Q3 2022 | $16,172,000 | +61.2% | 72,299 | +69.7% | 0.00% | +33.3% |
Q2 2022 | $10,032,000 | -39.0% | 42,600 | -34.2% | 0.00% | 0.0% |
Q1 2022 | $16,457,000 | -58.9% | 64,694 | -57.0% | 0.00% | +200.0% |
Q4 2021 | $40,048,000 | +149.1% | 150,320 | +131.1% | 0.00% | -50.0% |
Q3 2021 | $16,074,000 | +20.1% | 65,032 | +20.1% | 0.00% | -33.3% |
Q2 2021 | $13,381,000 | -5.3% | 54,149 | -12.4% | 0.00% | +50.0% |
Q1 2021 | $14,132,000 | -5.8% | 61,781 | -7.9% | 0.00% | +100.0% |
Q4 2020 | $15,006,000 | -15.7% | 67,078 | -23.1% | 0.00% | -75.0% |
Q3 2020 | $17,801,000 | +42.9% | 87,258 | +34.9% | 0.00% | +100.0% |
Q2 2020 | $12,461,000 | -27.6% | 64,681 | -37.6% | 0.00% | -66.7% |
Q1 2020 | $17,205,000 | +49.4% | 103,589 | +72.5% | 0.01% | +50.0% |
Q4 2019 | $11,515,000 | -31.2% | 60,061 | -39.8% | 0.00% | -33.3% |
Q3 2019 | $16,732,000 | -52.7% | 99,785 | -50.9% | 0.01% | +20.0% |
Q2 2019 | $35,375,000 | +629.8% | 203,376 | +623.8% | 0.01% | +150.0% |
Q1 2019 | $4,847,000 | -31.5% | 28,100 | -36.2% | 0.00% | -33.3% |
Q4 2018 | $7,071,000 | +47.1% | 44,030 | +65.3% | 0.00% | +200.0% |
Q3 2018 | $4,806,000 | -1.9% | 26,636 | -13.5% | 0.00% | 0.0% |
Q2 2018 | $4,901,000 | -43.2% | 30,800 | -45.2% | 0.00% | -75.0% |
Q1 2018 | $8,635,000 | +103.9% | 56,243 | +104.7% | 0.00% | +100.0% |
Q4 2017 | $4,235,000 | -63.1% | 27,474 | -63.5% | 0.00% | -60.0% |
Q3 2017 | $11,462,000 | +39.0% | 75,269 | +34.5% | 0.01% | +25.0% |
Q2 2017 | $8,246,000 | +63.1% | 55,951 | +52.5% | 0.00% | +100.0% |
Q1 2017 | $5,057,000 | +6.9% | 36,693 | -1.7% | 0.00% | -33.3% |
Q4 2016 | $4,732,000 | -58.1% | 37,325 | -56.1% | 0.00% | -50.0% |
Q3 2016 | $11,297,000 | +17.3% | 85,007 | +15.1% | 0.01% | 0.0% |
Q2 2016 | $9,634,000 | +15.2% | 73,831 | +8.8% | 0.01% | +20.0% |
Q1 2016 | $8,363,000 | +48.1% | 67,832 | +59.6% | 0.01% | +66.7% |
Q4 2015 | $5,648,000 | -45.6% | 42,500 | -49.8% | 0.00% | -25.0% |
Q3 2015 | $10,386,000 | +90.3% | 84,744 | +117.3% | 0.00% | +33.3% |
Q2 2015 | $5,458,000 | +8.9% | 39,000 | +5.4% | 0.00% | 0.0% |
Q1 2015 | $5,014,000 | +114.7% | 37,000 | +98.9% | 0.00% | +200.0% |
Q4 2014 | $2,335,000 | -48.8% | 18,600 | -52.3% | 0.00% | -50.0% |
Q3 2014 | $4,563,000 | -52.6% | 39,000 | -54.7% | 0.00% | -50.0% |
Q2 2014 | $9,618,000 | -83.3% | 86,165 | -84.0% | 0.00% | -85.2% |
Q1 2014 | $57,742,000 | +616.8% | 540,054 | +578.0% | 0.03% | +575.0% |
Q4 2013 | $8,055,000 | +132.9% | 79,653 | +114.5% | 0.00% | +300.0% |
Q3 2013 | $3,459,000 | +251.2% | 37,134 | +225.7% | 0.00% | – |
Q2 2013 | $985,000 | – | 11,400 | – | 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% |