VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 125 filers reported holding VANGUARD WORLD FDS in Q3 2013. The put-call ratio across all filers is 0.59 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,018,648 | +6.8% | 89,403 | +11.2% | 0.33% | +5.8% |
| Q2 2023 | $19,686,793 | +2.0% | 80,413 | -0.7% | 0.31% | -3.7% |
| Q1 2023 | $19,308,413 | +2.0% | 80,971 | +6.1% | 0.32% | -6.1% |
| Q4 2022 | $18,923,002 | +21.6% | 76,287 | +9.7% | 0.34% | -16.5% |
| Q3 2022 | $15,562,000 | +4.3% | 69,568 | +9.8% | 0.41% | +20.9% |
| Q2 2022 | $14,927,000 | -2.3% | 63,386 | +5.6% | 0.34% | +11.5% |
| Q1 2022 | $15,272,000 | -3.3% | 60,037 | +1.3% | 0.30% | -4.7% |
| Q4 2021 | $15,794,000 | +15.7% | 59,284 | +7.3% | 0.32% | +20.3% |
| Q3 2021 | $13,653,000 | +8.2% | 55,241 | +8.2% | 0.27% | -11.0% |
| Q2 2021 | $12,618,000 | +13.9% | 51,057 | +5.5% | 0.30% | -1.6% |
| Q1 2021 | $11,074,000 | +21.5% | 48,412 | +18.8% | 0.30% | +4.1% |
| Q4 2020 | $9,116,000 | +18.7% | 40,744 | +8.2% | 0.29% | +1.0% |
| Q3 2020 | $7,683,000 | +18.2% | 37,660 | +11.6% | 0.29% | +4.3% |
| Q2 2020 | $6,500,000 | +21.2% | 33,739 | +4.5% | 0.28% | -3.8% |
| Q1 2020 | $5,362,000 | -2.6% | 32,285 | +12.5% | 0.29% | +22.6% |
| Q4 2019 | $5,503,000 | +25.1% | 28,700 | +9.8% | 0.24% | +21.1% |
| Q3 2019 | $4,398,000 | -11.3% | 26,141 | -8.4% | 0.19% | -11.8% |
| Q2 2019 | $4,956,000 | -2.4% | 28,550 | -3.2% | 0.22% | -13.0% |
| Q1 2019 | $5,077,000 | +9.6% | 29,498 | +2.1% | 0.25% | -6.6% |
| Q4 2018 | $4,633,000 | -8.7% | 28,895 | +2.9% | 0.27% | +8.8% |
| Q3 2018 | $5,077,000 | +18.2% | 28,083 | +4.2% | 0.25% | +0.4% |
| Q2 2018 | $4,295,000 | -0.9% | 26,959 | -4.4% | 0.25% | -5.0% |
| Q1 2018 | $4,332,000 | +0.6% | 28,202 | +0.8% | 0.26% | -0.8% |
| Q4 2017 | $4,307,000 | -16.7% | 27,968 | -17.6% | 0.26% | -15.7% |
| Q3 2017 | $5,168,000 | +17.1% | 33,951 | +13.3% | 0.31% | +13.0% |
| Q2 2017 | $4,413,000 | -0.9% | 29,953 | -7.1% | 0.28% | -7.1% |
| Q1 2017 | $4,454,000 | +30.9% | 32,244 | +20.4% | 0.30% | +16.0% |
| Q4 2016 | $3,402,000 | -34.0% | 26,791 | -31.0% | 0.26% | -35.2% |
| Q3 2016 | $5,157,000 | +82.5% | 38,851 | +79.5% | 0.40% | +80.4% |
| Q2 2016 | $2,826,000 | +15.7% | 21,646 | +8.7% | 0.22% | +7.4% |
| Q1 2016 | $2,443,000 | -8.8% | 19,916 | -1.4% | 0.20% | -10.1% |
| Q4 2015 | $2,678,000 | +116.8% | 20,202 | +98.8% | 0.23% | +92.4% |
| Q3 2015 | $1,235,000 | -9.5% | 10,161 | +3.9% | 0.12% | +1.7% |
| Q2 2015 | $1,364,000 | -2.7% | 9,777 | -4.9% | 0.12% | -10.1% |
| Q1 2015 | $1,402,000 | +29.9% | 10,281 | +20.9% | 0.13% | +22.9% |
| Q4 2014 | $1,079,000 | +40.7% | 8,507 | +30.7% | 0.10% | +81.0% |
| Q3 2014 | $767,000 | +14.8% | 6,507 | +8.7% | 0.06% | -22.7% |
| Q2 2014 | $668,000 | +29.7% | 5,987 | +25.3% | 0.08% | +5.6% |
| Q1 2014 | $515,000 | -5.7% | 4,779 | -11.6% | 0.07% | -12.3% |
| Q4 2013 | $546,000 | +42.9% | 5,405 | +31.6% | 0.08% | +19.1% |
| Q3 2013 | $382,000 | +63.9% | 4,108 | +53.6% | 0.07% | +38.8% |
| Q2 2013 | $233,000 | – | 2,674 | – | 0.05% | – |
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% |