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 | $629,179 | -71.7% | 2,676 | -75.7% | 0.03% | -42.9% |
Q2 2023 | $2,221,396 | +64.8% | 11,002 | +29.8% | 0.05% | -16.9% |
Q1 2023 | $1,348,112 | +35715.9% | 8,479 | -64.2% | 0.06% | -41.6% |
Q4 2022 | $3,764 | -99.9% | 23,666 | +4.1% | 0.10% | +7.4% |
Q3 2022 | $3,618,000 | +282.9% | 22,739 | +282.4% | 0.09% | +213.3% |
Q2 2022 | $945,000 | -40.0% | 5,947 | -39.9% | 0.03% | +50.0% |
Q1 2022 | $1,574,000 | +113.0% | 9,894 | +256.2% | 0.02% | +42.9% |
Q4 2021 | $739,000 | +20.9% | 2,778 | +12.7% | 0.01% | +16.7% |
Q3 2021 | $611,000 | -30.5% | 2,466 | -30.6% | 0.01% | -33.3% |
Q2 2021 | $879,000 | -24.8% | 3,553 | -30.6% | 0.02% | -21.7% |
Q1 2021 | $1,169,000 | +23.7% | 5,122 | +20.8% | 0.02% | -39.5% |
Q4 2020 | $945,000 | +6.7% | 4,239 | -2.8% | 0.04% | -28.3% |
Q3 2020 | $886,000 | -3.8% | 4,360 | -10.2% | 0.05% | -27.4% |
Q2 2020 | $921,000 | +26.9% | 4,854 | +8.9% | 0.07% | 0.0% |
Q1 2020 | $726,000 | -18.8% | 4,456 | -3.8% | 0.07% | +9.0% |
Q4 2019 | $894,000 | +13.5% | 4,632 | -2.3% | 0.07% | +26.4% |
Q3 2019 | $788,000 | -70.3% | 4,739 | -69.2% | 0.05% | -85.4% |
Q1 2019 | $2,655,000 | -21.7% | 15,396 | -28.2% | 0.36% | +74.9% |
Q4 2018 | $3,392,000 | -19.3% | 21,438 | -8.0% | 0.21% | +21.1% |
Q3 2018 | $4,202,000 | -11.8% | 23,290 | -22.2% | 0.17% | -14.5% |
Q2 2018 | $4,763,000 | -12.0% | 29,932 | -14.7% | 0.20% | -18.4% |
Q1 2018 | $5,412,000 | 0.0% | 35,110 | 0.0% | 0.24% | 0.0% |
Q4 2017 | $5,412,000 | -0.3% | 35,110 | -1.6% | 0.24% | +13.4% |
Q3 2017 | $5,431,000 | +5.1% | 35,665 | +1.7% | 0.22% | -1.4% |
Q2 2017 | $5,167,000 | +13.2% | 35,059 | +5.9% | 0.22% | +10.1% |
Q1 2017 | $4,563,000 | +33.1% | 33,106 | +22.4% | 0.20% | +20.6% |
Q4 2016 | $3,428,000 | +76.2% | 27,038 | +84.6% | 0.16% | +63.4% |
Q3 2016 | $1,946,000 | -0.2% | 14,646 | -2.0% | 0.10% | -7.3% |
Q2 2016 | $1,950,000 | -26.6% | 14,947 | -2.9% | 0.11% | -69.9% |
Q1 2016 | $2,655,000 | +127.1% | 15,396 | +75.0% | 0.36% | +364.1% |
Q4 2015 | $1,169,000 | – | 8,797 | – | 0.08% | – |
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% |