VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.75 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $474,197 | -4.0% | 2,017 | 0.0% | 0.03% | -21.4% |
Q2 2023 | $493,802 | +2.7% | 2,017 | 0.0% | 0.04% | 0.0% |
Q1 2023 | $480,974 | -2.9% | 2,017 | +1.1% | 0.04% | 0.0% |
Q4 2022 | $495,108 | +13.3% | 1,996 | +2.2% | 0.04% | -4.5% |
Q3 2022 | $437,000 | -5.0% | 1,953 | 0.0% | 0.04% | 0.0% |
Q2 2022 | $460,000 | -4.2% | 1,953 | +3.6% | 0.04% | +7.3% |
Q1 2022 | $480,000 | -4.4% | 1,886 | 0.0% | 0.04% | 0.0% |
Q4 2021 | $502,000 | +5.5% | 1,886 | -2.1% | 0.04% | -2.4% |
Q3 2021 | $476,000 | +0.6% | 1,926 | +0.6% | 0.04% | +7.7% |
Q2 2021 | $473,000 | +4.9% | 1,914 | -2.8% | 0.04% | -2.5% |
Q1 2021 | $451,000 | +2.3% | 1,970 | 0.0% | 0.04% | -2.4% |
Q4 2020 | $441,000 | +14.8% | 1,970 | +4.6% | 0.04% | +13.9% |
Q3 2020 | $384,000 | +5.8% | 1,884 | 0.0% | 0.04% | +2.9% |
Q2 2020 | $363,000 | +16.0% | 1,884 | 0.0% | 0.04% | -2.8% |
Q1 2020 | $313,000 | -10.6% | 1,884 | +3.3% | 0.04% | +20.0% |
Q4 2019 | $350,000 | +15.9% | 1,824 | +1.3% | 0.03% | +7.1% |
Q3 2019 | $302,000 | +2.7% | 1,801 | +5.6% | 0.03% | 0.0% |
Q1 2019 | $294,000 | +9.7% | 1,705 | +2.1% | 0.03% | -17.6% |
Q4 2018 | $268,000 | -11.0% | 1,670 | 0.0% | 0.03% | 0.0% |
Q3 2018 | $301,000 | +13.2% | 1,670 | 0.0% | 0.03% | +9.7% |
Q2 2018 | $266,000 | +3.9% | 1,670 | 0.0% | 0.03% | 0.0% |
Q1 2018 | $256,000 | +0.8% | 1,670 | +1.3% | 0.03% | +6.9% |
Q4 2017 | $254,000 | +1.2% | 1,649 | 0.0% | 0.03% | -3.3% |
Q3 2017 | $251,000 | +3.3% | 1,649 | 0.0% | 0.03% | 0.0% |
Q2 2017 | $243,000 | +8.0% | 1,649 | +1.0% | 0.03% | +7.1% |
Q1 2017 | $225,000 | +3.2% | 1,632 | -4.9% | 0.03% | 0.0% |
Q4 2016 | $218,000 | +1.4% | 1,716 | +11.9% | 0.03% | -15.2% |
Q2 2015 | $215,000 | +7.0% | 1,533 | +3.5% | 0.03% | +10.0% |
Q1 2015 | $201,000 | – | 1,481 | – | 0.03% | – |
Download |
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% |