VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 260 filers reported holding VANGUARD WORLD FDS in Q3 2016. The put-call ratio across all filers is 0.51 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,256,532 | -6.5% | 5,345 | -2.6% | 0.22% | -8.3% |
Q2 2023 | $1,343,559 | +2.2% | 5,488 | -0.4% | 0.24% | -9.0% |
Q1 2023 | $1,314,140 | -4.6% | 5,511 | -0.7% | 0.27% | -5.0% |
Q4 2022 | $1,377,042 | +11.2% | 5,551 | +0.3% | 0.28% | +7.7% |
Q3 2022 | $1,238,000 | -22.6% | 5,535 | -18.5% | 0.26% | -10.7% |
Q2 2022 | $1,599,000 | +7.0% | 6,792 | +15.6% | 0.29% | +22.8% |
Q1 2022 | $1,494,000 | -5.7% | 5,874 | -1.2% | 0.24% | -3.3% |
Q4 2021 | $1,585,000 | +7.5% | 5,947 | -0.4% | 0.24% | +1.7% |
Q3 2021 | $1,475,000 | -1.8% | 5,969 | -1.8% | 0.24% | -2.8% |
Q2 2021 | $1,502,000 | +7.1% | 6,078 | -0.9% | 0.25% | -0.4% |
Q1 2021 | $1,403,000 | -0.4% | 6,133 | -2.7% | 0.25% | -9.1% |
Q4 2020 | $1,409,000 | -0.6% | 6,300 | -9.3% | 0.27% | -11.0% |
Q3 2020 | $1,418,000 | +0.9% | 6,949 | -4.8% | 0.31% | -5.5% |
Q2 2020 | $1,406,000 | +13.6% | 7,299 | -2.1% | 0.33% | -8.7% |
Q1 2020 | $1,238,000 | -30.1% | 7,452 | -19.4% | 0.36% | -14.6% |
Q4 2019 | $1,772,000 | +59.1% | 9,244 | +39.2% | 0.42% | +35.7% |
Q3 2019 | $1,114,000 | -34.1% | 6,643 | -31.7% | 0.31% | -31.9% |
Q2 2019 | $1,691,000 | -7.5% | 9,721 | -8.3% | 0.45% | -18.3% |
Q1 2019 | $1,828,000 | -0.4% | 10,600 | -7.3% | 0.55% | -11.8% |
Q4 2018 | $1,836,000 | +3.0% | 11,433 | +15.7% | 0.63% | +3.3% |
Q3 2018 | $1,783,000 | -24.0% | 9,881 | -33.0% | 0.61% | -25.3% |
Q2 2018 | $2,346,000 | -42.8% | 14,740 | -44.8% | 0.81% | -37.9% |
Q1 2018 | $4,100,000 | -60.0% | 26,702 | -59.8% | 1.31% | -60.1% |
Q4 2017 | $10,239,000 | -1.8% | 66,427 | -3.0% | 3.28% | -5.6% |
Q3 2017 | $10,430,000 | +19.3% | 68,490 | +15.4% | 3.48% | +6.5% |
Q2 2017 | $8,746,000 | +9.1% | 59,348 | +2.0% | 3.27% | +4.1% |
Q1 2017 | $8,019,000 | +15.7% | 58,183 | +6.4% | 3.14% | +7.2% |
Q4 2016 | $6,929,000 | -3.8% | 54,661 | +0.8% | 2.93% | -7.6% |
Q3 2016 | $7,206,000 | +3.0% | 54,229 | +1.1% | 3.17% | -1.5% |
Q2 2016 | $6,997,000 | +28.8% | 53,621 | +21.7% | 3.22% | +8.3% |
Q1 2016 | $5,431,000 | +60.2% | 44,046 | +72.6% | 2.97% | +52.3% |
Q4 2015 | $3,391,000 | +15.5% | 25,519 | +6.6% | 1.95% | +4.6% |
Q3 2015 | $2,935,000 | +11.4% | 23,945 | +27.2% | 1.86% | +14.4% |
Q2 2015 | $2,635,000 | +20.7% | 18,830 | +16.9% | 1.63% | +21.6% |
Q1 2015 | $2,183,000 | +37.8% | 16,110 | +27.7% | 1.34% | +19.6% |
Q4 2014 | $1,584,000 | +22.7% | 12,611 | +14.3% | 1.12% | +13.2% |
Q3 2014 | $1,291,000 | +26.2% | 11,031 | +20.4% | 0.99% | +23.8% |
Q2 2014 | $1,023,000 | +15.5% | 9,164 | +10.6% | 0.80% | +8.0% |
Q1 2014 | $886,000 | +359.1% | 8,289 | +335.1% | 0.74% | +357.4% |
Q4 2013 | $193,000 | -0.5% | 1,905 | -8.6% | 0.16% | -12.4% |
Q3 2013 | $194,000 | – | 2,084 | – | 0.18% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Morningstar Investment Management LLC | 280,664 | $69,369,000 | 11.73% |
Allied Investment Advisors, LLC | 97,859 | $24,187,000 | 9.15% |
Beacon Capital Management, Inc. | 791,178 | $195,548,000 | 7.23% |
Aprio Wealth Management, LLC | 62,274 | $15,392,000 | 7.01% |
Capital Advantage, Inc. | 104,317 | $25,783,000 | 6.96% |
Curran Financial Partners, LLC | 50,412 | $12,430,000 | 6.35% |
ASSET PLANNING CORPORATION | 26,978 | $6,668,000 | 6.17% |
Adaptive Financial Consulting, LLC | 35,826 | $8,855,000 | 5.46% |
Essex Private Wealth Management, LLC | 22,423 | $5,542,000 | 5.03% |
Kinloch Capital, LLC | 27,476 | $6,791,000 | 4.79% |