VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 115 filers reported holding VANGUARD WORLD FDS in Q2 2013. The put-call ratio across all filers is 0.33 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2021 | $20,306,000 | -3.3% | 82,159 | -3.3% | 4.68% | +2.5% |
Q2 2021 | $20,995,000 | -7.4% | 84,954 | -14.3% | 4.56% | -16.7% |
Q1 2021 | $22,671,000 | +0.3% | 99,109 | -1.9% | 5.48% | +4.0% |
Q4 2020 | $22,598,000 | +18.8% | 101,007 | +8.3% | 5.26% | +9.9% |
Q3 2020 | $19,025,000 | +1.3% | 93,258 | -4.4% | 4.79% | +1.4% |
Q2 2020 | $18,784,000 | +12.7% | 97,506 | -2.8% | 4.72% | -33.4% |
Q1 2020 | $16,668,000 | -16.2% | 100,357 | -3.2% | 7.09% | +3.9% |
Q4 2019 | $19,882,000 | +14.7% | 103,693 | +0.3% | 6.83% | -5.6% |
Q3 2019 | $17,328,000 | -30.1% | 103,337 | -27.4% | 7.23% | -27.9% |
Q2 2019 | $24,775,000 | -7.0% | 142,432 | -7.8% | 10.03% | -17.6% |
Q1 2019 | $26,653,000 | +8.3% | 154,529 | +0.9% | 12.17% | -13.7% |
Q4 2018 | $24,604,000 | +78.3% | 153,201 | +100.3% | 14.10% | +55.9% |
Q3 2018 | $13,798,000 | +12.3% | 76,482 | -0.9% | 9.04% | +10.6% |
Q2 2018 | $12,285,000 | +7.0% | 77,195 | +3.2% | 8.18% | +30.1% |
Q1 2018 | $11,480,000 | +1.4% | 74,773 | +1.8% | 6.29% | +5.5% |
Q4 2017 | $11,318,000 | +2.9% | 73,428 | +1.6% | 5.96% | -2.5% |
Q3 2017 | $11,004,000 | +3.0% | 72,264 | -0.3% | 6.11% | -0.9% |
Q2 2017 | $10,682,000 | +9.1% | 72,487 | +2.0% | 6.17% | +14.0% |
Q1 2017 | $9,795,000 | +9.5% | 71,074 | +0.7% | 5.41% | +10.5% |
Q4 2016 | $8,944,000 | +12.1% | 70,554 | +17.6% | 4.90% | +12.0% |
Q3 2016 | $7,976,000 | +0.8% | 60,016 | -1.0% | 4.37% | -6.5% |
Q2 2016 | $7,911,000 | +2.8% | 60,624 | -2.8% | 4.68% | +11.0% |
Q1 2016 | $7,693,000 | -55.7% | 62,396 | -52.2% | 4.21% | -54.0% |
Q4 2015 | $17,350,000 | +5.3% | 130,566 | -2.9% | 9.15% | +16.2% |
Q3 2015 | $16,473,000 | +47.9% | 134,407 | +72.2% | 7.87% | +48.1% |
Q2 2015 | $11,136,000 | -0.1% | 78,048 | -5.1% | 5.32% | +7.9% |
Q1 2015 | $11,150,000 | -0.9% | 82,274 | -8.2% | 4.93% | +11.8% |
Q4 2014 | $11,251,000 | +4.4% | 89,584 | -2.7% | 4.41% | -8.8% |
Q3 2014 | $10,773,000 | +2.5% | 92,081 | -2.4% | 4.83% | -15.4% |
Q2 2014 | $10,509,000 | -6.3% | 94,383 | -10.0% | 5.71% | -16.7% |
Q1 2014 | $11,216,000 | +2.2% | 104,900 | -3.4% | 6.86% | +0.4% |
Q4 2013 | $10,977,000 | +6.4% | 108,576 | -2.0% | 6.83% | +8.4% |
Q3 2013 | $10,320,000 | -2.3% | 110,796 | -9.4% | 6.30% | -5.1% |
Q2 2013 | $10,566,000 | – | 122,303 | – | 6.64% | – |
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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% |