VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 291 filers reported holding VANGUARD WORLD FDS in Q4 2016. The put-call ratio across all filers is 0.63 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $1,279,443 | +10.9% | 5,158 | -0.0% | 0.23% | +4.1% |
Q3 2022 | $1,154,000 | -7.1% | 5,160 | -2.1% | 0.22% | 0.0% |
Q2 2022 | $1,242,000 | -0.7% | 5,272 | +7.2% | 0.22% | +17.6% |
Q1 2022 | $1,251,000 | -1.6% | 4,919 | +3.1% | 0.19% | +46.9% |
Q4 2021 | $1,271,000 | +5.6% | 4,771 | -2.1% | 0.13% | -3.0% |
Q3 2021 | $1,204,000 | +2.6% | 4,871 | +2.5% | 0.13% | +2.3% |
Q2 2021 | $1,174,000 | +9.8% | 4,750 | +1.7% | 0.13% | +2.4% |
Q1 2021 | $1,069,000 | -0.2% | 4,670 | -2.4% | 0.13% | -8.7% |
Q4 2020 | $1,071,000 | +6.2% | 4,785 | -3.1% | 0.14% | +3.0% |
Q3 2020 | $1,008,000 | -0.7% | 4,939 | -6.3% | 0.13% | -9.5% |
Q2 2020 | $1,015,000 | +13.4% | 5,269 | -2.2% | 0.15% | -5.7% |
Q1 2020 | $895,000 | -19.6% | 5,390 | -7.1% | 0.16% | -3.1% |
Q4 2019 | $1,113,000 | +18.7% | 5,803 | +3.7% | 0.16% | +10.2% |
Q3 2019 | $938,000 | +6.1% | 5,597 | +10.0% | 0.15% | +5.0% |
Q2 2019 | $884,000 | +2.8% | 5,087 | +2.0% | 0.14% | -1.4% |
Q1 2019 | $860,000 | +18.5% | 4,987 | +10.3% | 0.14% | +2.2% |
Q4 2018 | $726,000 | -12.7% | 4,522 | -2.0% | 0.14% | +0.7% |
Q3 2018 | $832,000 | +15.7% | 4,615 | +2.1% | 0.14% | +9.5% |
Q2 2018 | $719,000 | +4.2% | 4,522 | +0.6% | 0.13% | +0.8% |
Q1 2018 | $690,000 | -1.8% | 4,495 | -1.5% | 0.12% | -2.3% |
Q4 2017 | $703,000 | +5.9% | 4,565 | +4.7% | 0.13% | 0.0% |
Q3 2017 | $664,000 | +13.5% | 4,361 | +9.8% | 0.13% | +8.5% |
Q2 2017 | $585,000 | +11.6% | 3,970 | +4.5% | 0.12% | +7.3% |
Q1 2017 | $524,000 | +9.2% | 3,800 | +0.4% | 0.11% | +3.8% |
Q4 2016 | $480,000 | +3.0% | 3,785 | +8.1% | 0.11% | +1.0% |
Q3 2016 | $466,000 | +7.4% | 3,500 | +5.3% | 0.10% | +6.1% |
Q2 2016 | $434,000 | +19.6% | 3,325 | +12.9% | 0.10% | +12.5% |
Q1 2016 | $363,000 | -7.4% | 2,945 | 0.0% | 0.09% | -12.0% |
Q4 2015 | $392,000 | +13.3% | 2,945 | +4.2% | 0.10% | -5.7% |
Q3 2015 | $346,000 | -24.6% | 2,825 | -14.0% | 0.11% | -17.2% |
Q2 2015 | $459,000 | +4.3% | 3,285 | +1.2% | 0.13% | +4.9% |
Q1 2015 | $440,000 | +23.9% | 3,245 | +14.9% | 0.12% | +8.9% |
Q4 2014 | $355,000 | +12.7% | 2,825 | +5.0% | 0.11% | +5.7% |
Q3 2014 | $315,000 | +24.0% | 2,690 | +18.2% | 0.11% | +20.5% |
Q2 2014 | $254,000 | +10.4% | 2,275 | +5.8% | 0.09% | +1.1% |
Q1 2014 | $230,000 | +6.0% | 2,150 | 0.0% | 0.09% | +2.4% |
Q4 2013 | $217,000 | +4.8% | 2,150 | -3.4% | 0.08% | -3.4% |
Q3 2013 | $207,000 | – | 2,225 | – | 0.09% | – |
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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% |