VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.75 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,902,045 | -6.5% | 8,090 | -2.6% | 0.09% | -14.3% |
Q2 2023 | $2,033,946 | -0.3% | 8,308 | -2.8% | 0.10% | -11.8% |
Q1 2023 | $2,039,062 | -4.5% | 8,551 | -0.6% | 0.12% | -18.5% |
Q4 2022 | $2,134,080 | -6.0% | 8,603 | -15.2% | 0.15% | -15.6% |
Q3 2022 | $2,270,000 | -7.3% | 10,148 | -2.5% | 0.17% | -8.0% |
Q2 2022 | $2,450,000 | -0.5% | 10,405 | +7.5% | 0.19% | +9.9% |
Q1 2022 | $2,462,000 | +0.4% | 9,679 | +5.2% | 0.17% | -2.3% |
Q4 2021 | $2,452,000 | +7.2% | 9,204 | -0.5% | 0.18% | +1.7% |
Q3 2021 | $2,287,000 | +15.3% | 9,251 | +15.3% | 0.17% | +9.6% |
Q2 2021 | $1,983,000 | +15.3% | 8,022 | +6.7% | 0.16% | -1.9% |
Q1 2021 | $1,720,000 | +7.3% | 7,520 | +5.0% | 0.16% | +6.7% |
Q4 2020 | $1,603,000 | -8.3% | 7,164 | -16.4% | 0.15% | -24.2% |
Q3 2020 | $1,748,000 | +17.7% | 8,569 | +11.2% | 0.20% | -1.5% |
Q2 2020 | $1,485,000 | +19.4% | 7,707 | +2.9% | 0.20% | -11.5% |
Q1 2020 | $1,244,000 | -10.8% | 7,490 | +3.0% | 0.23% | +19.5% |
Q4 2019 | $1,394,000 | +20.4% | 7,271 | +5.3% | 0.19% | +5.6% |
Q3 2019 | $1,158,000 | +6.8% | 6,903 | +10.7% | 0.18% | +3.4% |
Q2 2019 | $1,084,000 | -41.9% | 6,233 | -42.4% | 0.17% | -50.6% |
Q1 2019 | $1,866,000 | -30.9% | 10,817 | -33.1% | 0.35% | -38.7% |
Q4 2018 | $2,701,000 | +200.4% | 16,172 | +177.3% | 0.57% | +94.6% |
Q4 2017 | $899,000 | +305.0% | 5,832 | +222.2% | 0.30% | +163.4% |
Q3 2015 | $222,000 | – | 1,810 | – | 0.11% | – |
Download |
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% |