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 | $11,355,122 | -0.7% | 42,689 | +1.0% | 0.08% | -7.3% |
Q1 2024 | $11,435,005 | +19.9% | 42,270 | +11.1% | 0.08% | +10.8% |
Q4 2023 | $9,534,964 | -5.4% | 38,034 | -11.3% | 0.07% | -17.8% |
Q3 2023 | $10,083,862 | -3.5% | 42,892 | +0.7% | 0.09% | -1.1% |
Q2 2023 | $10,444,408 | +10.8% | 42,591 | +7.7% | 0.09% | +1.1% |
Q1 2023 | $9,430,478 | +556.0% | 39,548 | -4.9% | 0.09% | +25.0% |
Q4 2022 | $1,437,471 | -84.1% | 41,604 | +2.9% | 0.07% | -30.8% |
Q3 2022 | $9,041,000 | -39.3% | 40,415 | -36.1% | 0.10% | -21.8% |
Q2 2022 | $14,896,000 | -41.4% | 63,254 | -36.7% | 0.13% | -31.8% |
Q1 2022 | $25,405,000 | +1.6% | 99,869 | +6.4% | 0.20% | +3.7% |
Q4 2021 | $25,011,000 | -19.7% | 93,875 | -25.6% | 0.19% | -5.1% |
Q3 2021 | $31,131,000 | +40.5% | 126,141 | +40.7% | 0.20% | +2.1% |
Q2 2021 | $22,157,000 | +13.0% | 89,656 | +4.6% | 0.19% | +3.7% |
Q1 2021 | $19,609,000 | +1.7% | 85,720 | -0.5% | 0.19% | -7.0% |
Q4 2020 | $19,277,000 | +18.7% | 86,161 | +6.5% | 0.20% | -4.7% |
Q3 2020 | $16,235,000 | +9.8% | 80,903 | +5.4% | 0.21% | +2.9% |
Q2 2020 | $14,784,000 | +77.9% | 76,746 | +53.4% | 0.20% | +34.0% |
Q1 2020 | $8,309,000 | +9.4% | 50,029 | +26.3% | 0.15% | +29.7% |
Q4 2019 | $7,592,000 | +21.0% | 39,596 | +6.0% | 0.12% | +20.4% |
Q3 2019 | $6,273,000 | +2.5% | 37,352 | +6.1% | 0.10% | -11.7% |
Q2 2019 | $6,121,000 | -7.0% | 35,192 | -7.8% | 0.11% | -14.6% |
Q1 2019 | $6,580,000 | -1.2% | 38,151 | -8.0% | 0.13% | -19.3% |
Q4 2018 | $6,663,000 | +2.8% | 41,488 | +15.5% | 0.16% | +21.1% |
Q3 2018 | $6,481,000 | +155.1% | 35,922 | +125.9% | 0.13% | +216.7% |
Q2 2018 | $2,541,000 | -27.2% | 15,901 | -30.0% | 0.04% | -69.1% |
Q1 2018 | $3,488,000 | +43.0% | 22,719 | +47.1% | 0.14% | +32.0% |
Q4 2017 | $2,440,000 | -60.2% | 15,449 | -61.3% | 0.10% | -32.2% |
Q3 2017 | $6,130,000 | -5.1% | 39,942 | -9.1% | 0.15% | -13.1% |
Q2 2017 | $6,462,000 | +23.6% | 43,958 | +15.1% | 0.18% | +19.9% |
Q1 2017 | $5,229,000 | +13.6% | 38,176 | +8.2% | 0.15% | -3.3% |
Q4 2016 | $4,601,000 | +36.5% | 35,268 | +38.5% | 0.15% | +10.2% |
Q3 2016 | $3,370,000 | +2.7% | 25,464 | +2.9% | 0.14% | +3.0% |
Q2 2016 | $3,283,000 | -46.3% | 24,752 | -50.2% | 0.13% | -54.9% |
Q1 2016 | $6,113,000 | +15.8% | 49,733 | +25.2% | 0.30% | +16.6% |
Q4 2015 | $5,278,000 | +162.2% | 39,722 | +141.8% | 0.25% | +127.9% |
Q3 2015 | $2,013,000 | -20.8% | 16,427 | -9.6% | 0.11% | -8.3% |
Q2 2015 | $2,543,000 | +2.9% | 18,166 | -0.4% | 0.12% | -14.8% |
Q1 2015 | $2,471,000 | +29.9% | 18,232 | +20.4% | 0.14% | +16.4% |
Q4 2014 | $1,902,000 | +9.5% | 15,143 | +2.0% | 0.12% | +1.7% |
Q3 2014 | $1,737,000 | +280.1% | 14,849 | +263.0% | 0.12% | +207.7% |
Q2 2014 | $457,000 | +4.1% | 4,091 | -0.3% | 0.04% | -15.2% |
Q1 2014 | $439,000 | +45.8% | 4,105 | +37.9% | 0.05% | +35.3% |
Q4 2013 | $301,000 | – | 2,977 | – | 0.03% | – |
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% |