VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 233 filers reported holding VANGUARD WORLD FDS in Q2 2015. The put-call ratio across all filers is 0.51 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $32,898 | -69.3% | 139 | -68.2% | 0.00% | -75.0% |
Q2 2023 | $107,090 | -17.8% | 437 | -20.0% | 0.00% | -20.0% |
Q1 2023 | $130,301 | -28.2% | 546 | -25.3% | 0.01% | -28.6% |
Q4 2022 | $181,566 | +9.4% | 731 | -1.7% | 0.01% | 0.0% |
Q3 2022 | $166,000 | -5.1% | 744 | -0.7% | 0.01% | +16.7% |
Q2 2022 | $175,000 | +130.3% | 749 | +151.3% | 0.01% | +50.0% |
Q1 2022 | $76,000 | -43.3% | 298 | -40.9% | 0.00% | 0.0% |
Q4 2021 | $134,000 | -27.2% | 504 | -32.7% | 0.00% | -33.3% |
Q3 2021 | $184,000 | +17.9% | 749 | +17.8% | 0.01% | -25.0% |
Q2 2021 | $156,000 | +5.4% | 636 | -2.8% | 0.01% | -11.1% |
Q1 2021 | $148,000 | +516.7% | 654 | +500.0% | 0.01% | +350.0% |
Q4 2020 | $24,000 | +9.1% | 109 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $22,000 | -4.3% | 109 | -12.1% | 0.00% | 0.0% |
Q2 2020 | $23,000 | +27.8% | 124 | +13.8% | 0.00% | 0.0% |
Q1 2020 | $18,000 | -76.3% | 109 | -75.2% | 0.00% | -66.7% |
Q1 2019 | $76,000 | +7.0% | 440 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $71,000 | -10.1% | 440 | 0.0% | 0.01% | 0.0% |
Q3 2018 | $79,000 | +12.9% | 440 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $70,000 | +2.9% | 440 | 0.0% | 0.01% | -14.3% |
Q1 2018 | $68,000 | 0.0% | 440 | 0.0% | 0.01% | +16.7% |
Q4 2017 | $68,000 | +1.5% | 440 | 0.0% | 0.01% | -14.3% |
Q3 2017 | $67,000 | +3.1% | 440 | 0.0% | 0.01% | 0.0% |
Q2 2017 | $65,000 | +1.6% | 440 | -4.8% | 0.01% | 0.0% |
Q1 2017 | $64,000 | +10.3% | 462 | +5.0% | 0.01% | 0.0% |
Q4 2016 | $58,000 | 0.0% | 440 | 0.0% | 0.01% | 0.0% |
Q3 2016 | $58,000 | +1.8% | 440 | 0.0% | 0.01% | -12.5% |
Q2 2016 | $57,000 | -3.4% | 440 | -8.7% | 0.01% | +14.3% |
Q1 2016 | $59,000 | -7.8% | 482 | 0.0% | 0.01% | -36.4% |
Q4 2015 | $64,000 | +8.5% | 482 | 0.0% | 0.01% | +22.2% |
Q3 2015 | $59,000 | -11.9% | 482 | 0.0% | 0.01% | -10.0% |
Q2 2015 | $67,000 | +3.1% | 482 | 0.0% | 0.01% | +11.1% |
Q1 2015 | $65,000 | +16.1% | 482 | +8.3% | 0.01% | 0.0% |
Q4 2014 | $56,000 | – | 445 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Wechter Feldman Wealth Management, Inc. | 104,281 | $20,090,000 | 18.21% |
Allied Investment Advisors, LLC | 95,358 | $18,371,000 | 10.58% |
CABANA LLC | 528,624 | $101,839,000 | 9.35% |
Tatro Capital, LLC | 30,973 | $5,967,000 | 8.56% |
Foundations Investment Advisors, LLC | 449,483 | $87,941,000 | 7.78% |
Beacon Capital Management, Inc. | 715,314 | $137,805,000 | 7.04% |
Capital Advantage, Inc. | 100,673 | $19,395,000 | 6.89% |
Essex Private Wealth Management, LLC | 30,512 | $5,878,000 | 6.82% |
Madden Advisory Services, Inc. | 26,877 | $5,177,000 | 5.37% |
Morningstar Investment Management LLC | 191,895 | $36,969,000 | 5.10% |