VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 404 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,678,463 | +3.4% | 6,310 | +5.1% | 0.22% | +7.7% |
Q1 2024 | $1,623,552 | +114.1% | 6,002 | +98.5% | 0.21% | +69.9% |
Q4 2023 | $758,150 | -47.2% | 3,024 | -50.5% | 0.12% | -52.5% |
Q3 2023 | $1,436,569 | +5.3% | 6,110 | +9.7% | 0.26% | +12.6% |
Q2 2023 | $1,364,033 | +78.6% | 5,572 | +74.0% | 0.23% | +57.5% |
Q1 2023 | $763,686 | -5.7% | 3,203 | -1.9% | 0.15% | -14.1% |
Q4 2022 | $809,529 | +6.9% | 3,264 | -3.6% | 0.17% | 0.0% |
Q3 2022 | $757,000 | -52.6% | 3,386 | -50.1% | 0.17% | -45.9% |
Q2 2022 | $1,598,000 | -2.5% | 6,788 | +5.4% | 0.31% | +18.5% |
Q1 2022 | $1,639,000 | -1.3% | 6,443 | +3.4% | 0.26% | -1.9% |
Q4 2021 | $1,660,000 | +3.6% | 6,231 | -3.8% | 0.27% | -3.9% |
Q3 2021 | $1,602,000 | +2.5% | 6,480 | +2.4% | 0.28% | +2.6% |
Q2 2021 | $1,563,000 | +8.0% | 6,326 | -0.0% | 0.27% | -0.4% |
Q1 2021 | $1,447,000 | +19.4% | 6,328 | +16.8% | 0.28% | +14.1% |
Q4 2020 | $1,212,000 | +4.4% | 5,419 | -4.8% | 0.24% | -9.1% |
Q3 2020 | $1,161,000 | -21.2% | 5,692 | -25.6% | 0.26% | -26.6% |
Q2 2020 | $1,473,000 | +8.8% | 7,646 | -6.2% | 0.36% | -13.6% |
Q1 2020 | $1,354,000 | -15.2% | 8,155 | -2.1% | 0.42% | +16.1% |
Q4 2019 | $1,596,000 | +111.4% | 8,326 | +84.9% | 0.36% | +89.5% |
Q3 2019 | $755,000 | -39.6% | 4,502 | -37.4% | 0.19% | -31.4% |
Q2 2019 | $1,250,000 | -28.5% | 7,187 | -28.9% | 0.28% | -27.1% |
Q1 2019 | $1,749,000 | -22.9% | 10,114 | -28.4% | 0.38% | -59.2% |
Q4 2018 | $2,269,000 | +113.7% | 14,127 | +106.0% | 0.93% | +197.4% |
Q1 2018 | $1,062,000 | -63.5% | 6,859 | -62.7% | 0.31% | -53.4% |
Q4 2017 | $2,907,000 | +230.3% | 18,380 | +218.2% | 0.67% | +134.6% |
Q3 2017 | $880,000 | -47.8% | 5,776 | -49.7% | 0.29% | -38.4% |
Q2 2017 | $1,686,000 | +37.4% | 11,490 | +24.5% | 0.46% | -74.7% |
Q4 2015 | $1,227,000 | +5.5% | 9,232 | -2.7% | 1.83% | -17.0% |
Q3 2015 | $1,163,000 | +392.8% | 9,492 | +444.9% | 2.21% | +752.9% |
Q1 2015 | $236,000 | +49.4% | 1,742 | +30.2% | 0.26% | +72.7% |
Q3 2014 | $158,000 | +2.6% | 1,338 | -2.8% | 0.15% | +12.8% |
Q2 2014 | $154,000 | -16.8% | 1,377 | -20.4% | 0.13% | -15.8% |
Q1 2014 | $185,000 | -10.2% | 1,729 | -15.2% | 0.16% | +6.8% |
Q4 2013 | $206,000 | – | 2,039 | – | 0.15% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Pariax, LLC | 18,636 | $4,443,941 | 13.52% |
PGIM Custom Harvest LLC | 931,201 | $222,054,294 | 9.21% |
AMI INVESTMENT MANAGEMENT INC | 79,910 | $19,055,338 | 8.89% |
Allied Investment Advisors, LLC | 117,886 | $28,111,096 | 8.71% |
EXECUTIVE WEALTH GROUP LLC | 50,777 | $12,108,312 | 8.57% |
BCM ADVISORS, LLC | 107,056 | $26,473,878 | 7.16% |
Morningstar Investment Management LLC | 199,110 | $47,480 | 7.06% |
Essex Private Wealth Management, LLC | 7,902 | $1,884,250 | 6.84% |
PARAGON FINANCIAL PARTNERS, INC. | 27,101 | $6,462,422 | 6.77% |
Wealth Management Solutions, LLC | 48,001 | $11,446,226 | 6.59% |