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 | $151,640 | -4.0% | 645 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $157,909 | +11.9% | 645 | +9.0% | 0.01% | +7.7% |
Q1 2023 | $141,169 | -3.9% | 592 | 0.0% | 0.01% | -7.1% |
Q4 2022 | $146,846 | -13.6% | 592 | -22.1% | 0.01% | -26.3% |
Q3 2022 | $170,000 | -5.0% | 760 | 0.0% | 0.02% | 0.0% |
Q2 2022 | $179,000 | -7.3% | 760 | 0.0% | 0.02% | +5.6% |
Q1 2022 | $193,000 | +14.9% | 760 | +20.6% | 0.02% | +12.5% |
Q4 2021 | $168,000 | +18.3% | 630 | +9.8% | 0.02% | +6.7% |
Q3 2021 | $142,000 | +111.9% | 574 | +111.0% | 0.02% | +50.0% |
Q2 2021 | $67,000 | +8.1% | 272 | 0.0% | 0.01% | -23.1% |
Q1 2021 | $62,000 | +1.6% | 272 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $61,000 | +10.9% | 272 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $55,000 | +5.8% | 272 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $52,000 | +15.6% | 272 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $45,000 | -13.5% | 272 | 0.0% | 0.01% | 0.0% |
Q4 2019 | $52,000 | +13.0% | 272 | 0.0% | 0.01% | +8.3% |
Q3 2019 | $46,000 | -2.1% | 272 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $47,000 | 0.0% | 272 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $47,000 | +6.8% | 272 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $44,000 | -26.7% | 272 | -18.1% | 0.01% | -20.0% |
Q3 2018 | $60,000 | +13.2% | 332 | 0.0% | 0.02% | +7.1% |
Q2 2018 | $53,000 | +3.9% | 332 | 0.0% | 0.01% | +7.7% |
Q1 2018 | $51,000 | 0.0% | 332 | 0.0% | 0.01% | +8.3% |
Q4 2017 | $51,000 | 0.0% | 332 | 0.0% | 0.01% | -7.7% |
Q3 2017 | $51,000 | +4.1% | 332 | 0.0% | 0.01% | 0.0% |
Q2 2017 | $49,000 | +16.7% | 332 | 0.0% | 0.01% | +18.2% |
Q1 2017 | $42,000 | 0.0% | 332 | 0.0% | 0.01% | 0.0% |
Q4 2016 | $42,000 | -4.5% | 332 | 0.0% | 0.01% | -15.4% |
Q3 2016 | $44,000 | +2.3% | 332 | 0.0% | 0.01% | +8.3% |
Q2 2016 | $43,000 | +4.9% | 332 | 0.0% | 0.01% | 0.0% |
Q1 2016 | $41,000 | -6.8% | 332 | 0.0% | 0.01% | -7.7% |
Q4 2015 | $44,000 | +7.3% | 332 | 0.0% | 0.01% | -27.8% |
Q3 2015 | $41,000 | -10.9% | 332 | 0.0% | 0.02% | -25.0% |
Q2 2015 | $46,000 | +2.2% | 332 | 0.0% | 0.02% | +14.3% |
Q1 2015 | $45,000 | +7.1% | 332 | 0.0% | 0.02% | +200.0% |
Q4 2014 | $42,000 | +7.7% | 332 | 0.0% | 0.01% | 0.0% |
Q3 2014 | $39,000 | +5.4% | 332 | 0.0% | 0.01% | 0.0% |
Q2 2014 | $37,000 | – | 332 | – | 0.01% | – |
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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% |