VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 762 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $8,455,757 | +5.3% | 35,967 | +9.6% | 0.90% | +1.9% |
Q2 2023 | $8,031,955 | +8.5% | 32,808 | +5.7% | 0.89% | +3.6% |
Q1 2023 | $7,403,513 | +0.4% | 31,047 | +4.4% | 0.86% | -5.9% |
Q4 2022 | $7,373,975 | +10.5% | 29,728 | -0.3% | 0.91% | -16.1% |
Q3 2022 | $6,672,000 | -12.0% | 29,826 | -7.3% | 1.09% | -7.1% |
Q2 2022 | $7,581,000 | -6.8% | 32,191 | +0.6% | 1.17% | +4.6% |
Q1 2022 | $8,136,000 | +5.4% | 31,984 | +10.4% | 1.12% | -0.4% |
Q4 2021 | $7,717,000 | +13.6% | 28,967 | +5.4% | 1.12% | -0.6% |
Q3 2021 | $6,792,000 | +10.3% | 27,479 | +10.3% | 1.13% | +5.5% |
Q2 2021 | $6,155,000 | +14.9% | 24,904 | +6.4% | 1.07% | +9.9% |
Q1 2021 | $5,355,000 | +21.0% | 23,411 | +18.3% | 0.97% | +8.1% |
Q4 2020 | $4,427,000 | +22.8% | 19,788 | +12.0% | 0.90% | +11.4% |
Q3 2020 | $3,604,000 | +42.3% | 17,666 | +34.4% | 0.81% | +27.4% |
Q2 2020 | $2,532,000 | +7.4% | 13,142 | -7.4% | 0.64% | -12.5% |
Q1 2020 | $2,358,000 | -24.2% | 14,198 | -12.5% | 0.73% | -15.1% |
Q4 2019 | $3,110,000 | +22.1% | 16,221 | +6.7% | 0.86% | +17.1% |
Q3 2019 | $2,548,000 | -5.8% | 15,197 | -2.3% | 0.73% | -16.2% |
Q2 2019 | $2,706,000 | +4.3% | 15,559 | +3.4% | 0.87% | +2.8% |
Q1 2019 | $2,595,000 | +17.5% | 15,046 | +9.4% | 0.85% | +5.2% |
Q4 2018 | $2,209,000 | +0.5% | 13,756 | +12.8% | 0.80% | +10.9% |
Q3 2018 | $2,199,000 | +20.1% | 12,190 | +6.0% | 0.73% | +14.3% |
Q2 2018 | $1,831,000 | +27.1% | 11,503 | +22.6% | 0.64% | +36.0% |
Q1 2018 | $1,441,000 | +68.3% | 9,384 | +69.0% | 0.47% | +56.7% |
Q4 2017 | $856,000 | +7.0% | 5,554 | +5.8% | 0.30% | 0.0% |
Q3 2017 | $800,000 | +56.2% | 5,251 | +51.2% | 0.30% | +53.6% |
Q2 2017 | $512,000 | +4.3% | 3,472 | -2.4% | 0.19% | -1.0% |
Q1 2017 | $491,000 | – | 3,559 | – | 0.20% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Wechter Feldman Wealth Management, Inc. | 106,792 | $24,429,000 | 18.01% |
Allied Investment Advisors, LLC | 95,411 | $21,825,000 | 9.35% |
Beacon Capital Management, Inc. | 742,169 | $169,771,000 | 6.88% |
Capital Advantage, Inc. | 102,242 | $23,388,000 | 6.37% |
Morningstar Investment Management LLC | 273,598 | $62,586,000 | 6.28% |
Essex Private Wealth Management, LLC | 26,900 | $6,153,000 | 5.87% |
ASSET PLANNING CORPORATION | 23,590 | $5,396,000 | 5.61% |
New England Investment & Retirement Group, Inc. | 99,109 | $22,671,000 | 5.48% |
Adaptive Financial Consulting, LLC | 34,485 | $7,889,000 | 5.30% |
Tatro Capital, LLC | 28,902 | $6,611,000 | 5.12% |