VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 162 filers reported holding VANGUARD WORLD FDS in Q3 2014. The put-call ratio across all filers is 0.50 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $467 | -8.4% | 1,988 | -4.6% | 0.17% | -6.6% |
Q2 2023 | $510 | -0.4% | 2,084 | -3.0% | 0.18% | -8.0% |
Q1 2023 | $512 | -3.2% | 2,149 | +0.8% | 0.20% | -11.9% |
Q4 2022 | $529 | -99.9% | 2,132 | +16.2% | 0.23% | +28.4% |
Q3 2022 | $410,000 | -5.1% | 1,834 | 0.0% | 0.18% | 0.0% |
Q2 2022 | $432,000 | -6.1% | 1,834 | +1.4% | 0.18% | +10.0% |
Q1 2022 | $460,000 | -13.4% | 1,808 | -9.3% | 0.16% | -9.1% |
Q4 2021 | $531,000 | +9.5% | 1,993 | +1.5% | 0.18% | +4.1% |
Q3 2021 | $485,000 | +0.2% | 1,964 | +0.2% | 0.17% | -2.9% |
Q2 2021 | $484,000 | +101.7% | 1,960 | +86.5% | 0.17% | +81.2% |
Q1 2021 | $240,000 | +103.4% | 1,051 | +99.4% | 0.10% | +95.9% |
Q4 2020 | $118,000 | +10.3% | 527 | +0.2% | 0.05% | +8.9% |
Q3 2020 | $107,000 | +3.9% | 526 | -1.7% | 0.04% | -8.2% |
Q2 2020 | $103,000 | +15.7% | 535 | 0.0% | 0.05% | +11.4% |
Q1 2020 | $89,000 | -13.6% | 535 | 0.0% | 0.04% | -10.2% |
Q4 2019 | $103,000 | +5.1% | 535 | -8.2% | 0.05% | -3.9% |
Q3 2019 | $98,000 | -7.5% | 583 | -4.3% | 0.05% | -7.3% |
Q2 2019 | $106,000 | +1.0% | 609 | 0.0% | 0.06% | -5.2% |
Q1 2019 | $105,000 | +6.1% | 609 | -1.1% | 0.06% | +5.5% |
Q4 2018 | $99,000 | -12.4% | 616 | -2.1% | 0.06% | -3.5% |
Q3 2018 | $113,000 | +13.0% | 629 | 0.0% | 0.06% | +5.6% |
Q2 2018 | $100,000 | -2.9% | 629 | -6.5% | 0.05% | -10.0% |
Q1 2018 | $103,000 | -97.9% | 673 | -97.9% | 0.06% | -98.0% |
Q4 2017 | $4,915,000 | +4.8% | 31,889 | +3.6% | 2.96% | -3.1% |
Q3 2017 | $4,688,000 | -0.3% | 30,785 | -3.5% | 3.05% | +3.0% |
Q2 2017 | $4,703,000 | +4.2% | 31,911 | -2.5% | 2.96% | +3.4% |
Q1 2017 | $4,512,000 | +17.6% | 32,741 | +8.2% | 2.86% | +8.4% |
Q4 2016 | $3,837,000 | +4819.2% | 30,270 | +5030.5% | 2.64% | +4025.0% |
Q3 2016 | $78,000 | -80.7% | 590 | -80.9% | 0.06% | -86.9% |
Q2 2016 | $404,000 | +1920.0% | 3,092 | +1796.9% | 0.49% | +1431.2% |
Q1 2016 | $20,000 | -9.1% | 163 | 0.0% | 0.03% | +28.0% |
Q4 2015 | $22,000 | -95.8% | 163 | -96.2% | 0.02% | -96.7% |
Q3 2015 | $521,000 | -93.4% | 4,252 | -92.4% | 0.76% | -82.3% |
Q2 2015 | $7,860,000 | -33.8% | 56,158 | -35.9% | 4.30% | -37.8% |
Q1 2015 | $11,865,000 | +44.7% | 87,550 | +34.1% | 6.91% | +54.8% |
Q4 2014 | $8,198,000 | +38.2% | 65,278 | +28.7% | 4.46% | +17.4% |
Q3 2014 | $5,932,000 | +40.2% | 50,707 | +33.8% | 3.80% | +53.2% |
Q2 2014 | $4,232,000 | -32.0% | 37,910 | -34.9% | 2.48% | -37.0% |
Q1 2014 | $6,224,000 | – | 58,213 | – | 3.94% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Morningstar Investment Management LLC | 239,817 | $59,487 | 15.52% |
PGIM Custom Harvest LLC | 931,839 | $231,142,634 | 10.45% |
CORA CAPITAL ADVISORS LLC | 57,074 | $14,157,144 | 9.74% |
Allied Investment Advisors, LLC | 114,771 | $28,468,947 | 8.90% |
BCM ADVISORS, LLC | 111,216 | $27,196,761 | 7.52% |
PARAGON FINANCIAL PARTNERS, INC. | 27,292 | $6,769,865 | 7.49% |
Essex Private Wealth Management, LLC | 7,976 | $1,978,501 | 7.42% |
ARMSTRONG ADVISORY GROUP, INC | 225,914 | $56,037,925 | 7.38% |
Pariax, LLC | 21,255 | $5,272,303 | 6.54% |
ASSET PLANNING CORPORATION | 30,860 | $7,654,765 | 6.37% |