VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 472 filers reported holding VANGUARD WORLD FDS in Q4 2018. The put-call ratio across all filers is 3.13 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,610,435 | -4.0% | 6,850 | 0.0% | 0.32% | -4.2% |
Q2 2023 | $1,677,017 | +528.5% | 6,850 | +512.2% | 0.33% | +482.5% |
Q1 2023 | $266,837 | -3.9% | 1,119 | 0.0% | 0.06% | -6.6% |
Q4 2022 | $277,568 | +6.3% | 1,119 | -4.1% | 0.06% | +1.7% |
Q3 2022 | $261,000 | -5.1% | 1,167 | 0.0% | 0.06% | -3.2% |
Q2 2022 | $275,000 | -15.9% | 1,167 | -9.3% | 0.06% | -3.1% |
Q1 2022 | $327,000 | -46.7% | 1,287 | -44.1% | 0.06% | -44.8% |
Q4 2021 | $613,000 | +11.1% | 2,302 | +3.1% | 0.12% | -14.1% |
Q3 2021 | $552,000 | 0.0% | 2,233 | 0.0% | 0.14% | -2.9% |
Q2 2021 | $552,000 | +8.0% | 2,233 | 0.0% | 0.14% | -5.4% |
Q1 2021 | $511,000 | +2.2% | 2,233 | 0.0% | 0.15% | -10.9% |
Q4 2020 | $500,000 | +9.6% | 2,233 | 0.0% | 0.16% | -10.3% |
Q3 2020 | $456,000 | +6.0% | 2,233 | 0.0% | 0.18% | +4.5% |
Q2 2020 | $430,000 | +15.9% | 2,233 | 0.0% | 0.18% | -6.9% |
Q1 2020 | $371,000 | -13.3% | 2,233 | 0.0% | 0.19% | +10.5% |
Q4 2019 | $428,000 | +14.4% | 2,233 | 0.0% | 0.17% | +4.3% |
Q3 2019 | $374,000 | -10.5% | 2,233 | -7.0% | 0.16% | -14.6% |
Q2 2019 | $418,000 | +3.0% | 2,402 | -5.0% | 0.19% | -15.8% |
Q1 2019 | $406,000 | 0.0% | 2,528 | 0.0% | 0.23% | 0.0% |
Q4 2018 | $406,000 | -8.8% | 2,528 | 0.0% | 0.23% | +0.4% |
Q3 2018 | $445,000 | +10.7% | 2,528 | 0.0% | 0.23% | +12.4% |
Q2 2018 | $402,000 | +3.6% | 2,528 | 0.0% | 0.20% | -15.5% |
Q1 2018 | $388,000 | -0.5% | 2,528 | 0.0% | 0.24% | +13.8% |
Q4 2017 | $390,000 | -11.8% | 2,528 | -13.0% | 0.21% | -19.8% |
Q3 2017 | $442,000 | +3.3% | 2,905 | 0.0% | 0.26% | +2.7% |
Q2 2017 | $428,000 | -6.1% | 2,905 | -12.0% | 0.26% | -16.7% |
Q1 2017 | $456,000 | -75.1% | 3,303 | -77.1% | 0.31% | -57.4% |
Q4 2016 | $1,830,000 | – | 14,431 | – | 0.72% | – |
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% |