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 | $2,919 | -4.7% | 12,335 | -2.3% | 0.04% | -5.1% |
Q2 2023 | $3,063 | +1.7% | 12,628 | -1.3% | 0.04% | -2.5% |
Q1 2023 | $3,013 | -6.0% | 12,799 | -1.1% | 0.04% | -9.1% |
Q4 2022 | $3,207 | -99.9% | 12,939 | -0.9% | 0.04% | 0.0% |
Q3 2022 | $3,122,000 | -4.4% | 13,052 | -5.7% | 0.04% | 0.0% |
Q2 2022 | $3,267,000 | -23.5% | 13,846 | -16.6% | 0.04% | -6.4% |
Q1 2022 | $4,270,000 | +9.0% | 16,603 | +13.0% | 0.05% | +6.8% |
Q4 2021 | $3,916,000 | +30.4% | 14,694 | +22.1% | 0.04% | +25.7% |
Q3 2021 | $3,004,000 | +4.6% | 12,034 | +3.7% | 0.04% | +2.9% |
Q2 2021 | $2,871,000 | +23.8% | 11,600 | +13.4% | 0.03% | +13.3% |
Q1 2021 | $2,319,000 | +4.4% | 10,226 | +3.0% | 0.03% | -3.2% |
Q4 2020 | $2,221,000 | +8.7% | 9,929 | -2.4% | 0.03% | -3.1% |
Q3 2020 | $2,044,000 | -0.4% | 10,171 | -6.2% | 0.03% | -5.9% |
Q2 2020 | $2,053,000 | -22.6% | 10,840 | -31.9% | 0.03% | -29.2% |
Q1 2020 | $2,653,000 | +26.2% | 15,908 | +45.0% | 0.05% | +45.5% |
Q4 2019 | $2,102,000 | +5.5% | 10,968 | -7.8% | 0.03% | -2.9% |
Q3 2019 | $1,993,000 | -71.2% | 11,898 | -70.1% | 0.03% | -70.2% |
Q2 2019 | $6,915,000 | +9.8% | 39,756 | +8.9% | 0.11% | +5.6% |
Q1 2019 | $6,295,000 | +23.1% | 36,495 | +14.7% | 0.11% | +8.0% |
Q4 2018 | $5,112,000 | +16.6% | 31,830 | +31.0% | 0.10% | +26.6% |
Q3 2018 | $4,383,000 | +34.3% | 24,294 | +18.5% | 0.08% | +29.5% |
Q2 2018 | $3,263,000 | -2.1% | 20,503 | -18.2% | 0.06% | -53.8% |
Q4 2015 | $3,332,000 | +19.6% | 25,079 | +10.4% | 0.13% | +11.9% |
Q3 2015 | $2,785,000 | +3.5% | 22,726 | +18.2% | 0.12% | +2.6% |
Q2 2015 | $2,691,000 | +20.3% | 19,229 | +16.5% | 0.12% | +18.6% |
Q1 2015 | $2,237,000 | -38.4% | 16,509 | -42.9% | 0.10% | -43.3% |
Q4 2014 | $3,634,000 | +17.5% | 28,934 | +9.4% | 0.17% | +7.5% |
Q3 2014 | $3,094,000 | +15.2% | 26,447 | +9.9% | 0.16% | +1.9% |
Q2 2014 | $2,686,000 | +20.6% | 24,065 | +15.5% | 0.16% | +2.6% |
Q1 2014 | $2,227,000 | +26.3% | 20,833 | +19.5% | 0.15% | +14.3% |
Q4 2013 | $1,763,000 | +31.5% | 17,440 | +22.5% | 0.13% | +13.7% |
Q3 2013 | $1,341,000 | +38.7% | 14,240 | +27.3% | 0.12% | +15.8% |
Q2 2013 | $967,000 | – | 11,189 | – | 0.10% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Wechter Feldman Wealth Management, Inc. | 108,364 | $26,780,000 | 18.74% |
Allied Investment Advisors, LLC | 98,593 | $24,365,000 | 9.18% |
Morningstar Investment Management LLC | 280,664 | $69,360,000 | 7.86% |
Capital Advantage, Inc. | 103,430 | $25,561,000 | 6.70% |
Aprio Wealth Management, LLC | 54,798 | $13,542,000 | 6.40% |
Curran Financial Partners, LLC | 46,686 | $11,538,000 | 6.34% |
ASSET PLANNING CORPORATION | 24,758 | $6,118,000 | 5.96% |
Adaptive Financial Consulting, LLC | 35,501 | $8,773,000 | 5.48% |
Essex Private Wealth Management, LLC | 22,255 | $5,500,000 | 5.02% |
Tatro Capital, LLC | 28,055 | $6,933,000 | 4.73% |