VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 948 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $591,850 | -1.7% | 2,225 | 0.0% | 0.05% | -7.4% |
Q1 2024 | $601,907 | +7.9% | 2,225 | 0.0% | 0.05% | -10.0% |
Q4 2023 | $557,808 | +6.6% | 2,225 | 0.0% | 0.06% | -14.3% |
Q3 2023 | $523,098 | -4.0% | 2,225 | 0.0% | 0.07% | +7.7% |
Q2 2023 | $544,725 | -1.3% | 2,225 | 0.0% | 0.06% | -9.7% |
Q1 2023 | $551,911 | +91885.2% | 2,225 | -17.0% | 0.07% | -8.9% |
Q4 2022 | $600 | -99.9% | 2,680 | 0.0% | 0.08% | 0.0% |
Q3 2022 | $600,000 | -4.9% | 2,680 | 0.0% | 0.08% | +2.6% |
Q2 2022 | $631,000 | -7.5% | 2,680 | 0.0% | 0.08% | +5.5% |
Q1 2022 | $682,000 | -4.5% | 2,680 | 0.0% | 0.07% | +10.6% |
Q4 2021 | $714,000 | +7.9% | 2,680 | 0.0% | 0.07% | +1.5% |
Q3 2021 | $662,000 | 0.0% | 2,680 | 0.0% | 0.06% | -7.1% |
Q2 2021 | $662,000 | +8.0% | 2,680 | 0.0% | 0.07% | +6.1% |
Q1 2021 | $613,000 | +2.2% | 2,680 | 0.0% | 0.07% | -4.3% |
Q4 2020 | $600,000 | +9.7% | 2,680 | 0.0% | 0.07% | +4.5% |
Q3 2020 | $547,000 | +6.0% | 2,680 | 0.0% | 0.07% | +3.1% |
Q2 2020 | $516,000 | +16.0% | 2,680 | 0.0% | 0.06% | -20.0% |
Q1 2020 | $445,000 | -13.4% | 2,680 | 0.0% | 0.08% | +29.0% |
Q4 2019 | $514,000 | +14.5% | 2,680 | 0.0% | 0.06% | +6.9% |
Q3 2019 | $449,000 | -3.6% | 2,680 | 0.0% | 0.06% | -9.4% |
Q2 2019 | $466,000 | +0.9% | 2,680 | 0.0% | 0.06% | +3.2% |
Q1 2019 | $462,000 | -19.2% | 2,680 | -24.7% | 0.06% | -39.2% |
Q4 2018 | $572,000 | +18.4% | 3,560 | +32.8% | 0.10% | +41.7% |
Q3 2018 | $483,000 | +13.4% | 2,680 | 0.0% | 0.07% | +4.3% |
Q2 2018 | $426,000 | +3.6% | 2,680 | 0.0% | 0.07% | +4.5% |
Q1 2018 | $411,000 | -0.5% | 2,680 | 0.0% | 0.07% | +6.5% |
Q4 2017 | $413,000 | +1.2% | 2,680 | 0.0% | 0.06% | -12.7% |
Q3 2017 | $408,000 | – | 2,680 | – | 0.07% | – |
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% |