VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 402 filers reported holding VANGUARD WORLD FDS in Q1 2018. The put-call ratio across all filers is 1.28 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $34,142,000 | -5.8% | 145,228 | -2.0% | 0.06% | -9.9% |
Q2 2023 | $36,229,000 | -5.9% | 148,119 | -8.3% | 0.07% | -15.5% |
Q1 2023 | $38,514,000 | -11.7% | 161,532 | -8.3% | 0.08% | -16.0% |
Q4 2022 | $43,634,000 | +38.5% | 176,097 | +25.0% | 0.10% | +19.0% |
Q3 2022 | $31,499,000 | +23.5% | 140,874 | +30.1% | 0.08% | +27.3% |
Q2 2022 | $25,505,000 | +33.8% | 108,277 | +44.7% | 0.07% | +57.1% |
Q1 2022 | $19,056,000 | +2.8% | 74,841 | +7.7% | 0.04% | +2.4% |
Q4 2021 | $18,536,000 | +15.1% | 69,505 | +6.6% | 0.04% | -4.7% |
Q3 2021 | $16,109,000 | +35.0% | 65,201 | +34.9% | 0.04% | +22.9% |
Q2 2021 | $11,932,000 | +15.9% | 48,320 | +7.2% | 0.04% | +6.1% |
Q1 2021 | $10,297,000 | +29.0% | 45,059 | +15.1% | 0.03% | -15.4% |
Q3 2020 | $7,981,000 | +22.6% | 39,138 | +16.0% | 0.04% | +8.3% |
Q2 2020 | $6,511,000 | +49.7% | 33,753 | +28.8% | 0.04% | +28.6% |
Q1 2020 | $4,350,000 | -19.7% | 26,206 | -7.1% | 0.03% | -12.5% |
Q4 2019 | $5,417,000 | -25.4% | 28,221 | -34.7% | 0.03% | -20.0% |
Q3 2019 | $7,264,000 | +3.2% | 43,209 | +6.8% | 0.04% | -4.8% |
Q2 2019 | $7,036,000 | -3.5% | 40,466 | -4.2% | 0.04% | -14.3% |
Q1 2019 | $7,294,000 | -1.3% | 42,220 | -8.5% | 0.05% | -14.0% |
Q4 2018 | $7,392,000 | +15.2% | 46,123 | +29.9% | 0.06% | +23.9% |
Q3 2018 | $6,417,000 | +145.0% | 35,507 | +115.9% | 0.05% | +119.0% |
Q2 2018 | $2,619,000 | -25.0% | 16,449 | -27.6% | 0.02% | -27.6% |
Q1 2018 | $3,491,000 | -74.2% | 22,734 | -74.2% | 0.03% | -73.9% |
Q4 2017 | $13,551,000 | +9.0% | 87,950 | +7.8% | 0.11% | +4.7% |
Q3 2017 | $12,428,000 | +1.9% | 81,596 | -1.5% | 0.11% | -2.8% |
Q2 2017 | $12,191,000 | +71.0% | 82,797 | +60.0% | 0.11% | +60.3% |
Q1 2017 | $7,130,000 | +261.6% | 51,755 | +232.4% | 0.07% | +223.8% |
Q4 2016 | $1,972,000 | -11.8% | 15,570 | -7.4% | 0.02% | -19.2% |
Q3 2016 | $2,235,000 | +10.5% | 16,808 | +8.7% | 0.03% | 0.0% |
Q2 2016 | $2,022,000 | -15.8% | 15,467 | -20.9% | 0.03% | +225.0% |
Q1 2016 | $2,402,000 | -38.0% | 19,561 | -33.0% | 0.01% | -82.6% |
Q4 2015 | $3,875,000 | +4.5% | 29,193 | -4.2% | 0.05% | -6.1% |
Q3 2015 | $3,709,000 | +5.2% | 30,457 | +21.0% | 0.05% | -12.5% |
Q2 2015 | $3,524,000 | +11.7% | 25,179 | +8.2% | 0.06% | +19.1% |
Q1 2015 | $3,154,000 | +113.0% | 23,275 | +97.4% | 0.05% | +104.3% |
Q4 2014 | $1,481,000 | +36.9% | 11,789 | +27.5% | 0.02% | +27.8% |
Q3 2014 | $1,082,000 | +1.9% | 9,245 | -2.8% | 0.02% | 0.0% |
Q2 2014 | $1,062,000 | +1.6% | 9,510 | -2.7% | 0.02% | -10.0% |
Q1 2014 | $1,045,000 | +10.9% | 9,777 | +4.9% | 0.02% | +5.3% |
Q4 2013 | $942,000 | +10.8% | 9,322 | +2.1% | 0.02% | -9.5% |
Q3 2013 | $850,000 | +28.2% | 9,126 | +18.9% | 0.02% | +16.7% |
Q2 2013 | $663,000 | – | 7,675 | – | 0.02% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Wechter Feldman Wealth Management, Inc. | 104,281 | $20,090,000 | 18.21% |
Allied Investment Advisors, LLC | 95,358 | $18,371,000 | 10.58% |
CABANA LLC | 528,624 | $101,839,000 | 9.35% |
Tatro Capital, LLC | 30,973 | $5,967,000 | 8.56% |
Foundations Investment Advisors, LLC | 449,483 | $87,941,000 | 7.78% |
Beacon Capital Management, Inc. | 715,314 | $137,805,000 | 7.04% |
Capital Advantage, Inc. | 100,673 | $19,395,000 | 6.89% |
Essex Private Wealth Management, LLC | 30,512 | $5,878,000 | 6.82% |
Madden Advisory Services, Inc. | 26,877 | $5,177,000 | 5.37% |
Morningstar Investment Management LLC | 191,895 | $36,969,000 | 5.10% |