VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 898 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $66,483 | -10.2% | 268 | -18.5% | 0.03% | -17.9% |
Q3 2022 | $74,000 | -3.9% | 329 | +0.3% | 0.04% | +2.6% |
Q2 2022 | $77,000 | -7.2% | 328 | 0.0% | 0.04% | +8.6% |
Q1 2022 | $83,000 | +2.5% | 328 | 0.0% | 0.04% | -2.8% |
Q3 2021 | $81,000 | 0.0% | 328 | 0.0% | 0.04% | 0.0% |
Q2 2021 | $81,000 | +8.0% | 328 | 0.0% | 0.04% | +5.9% |
Q1 2021 | $75,000 | +435.7% | 328 | +429.0% | 0.03% | +385.7% |
Q4 2020 | $14,000 | -65.9% | 62 | -74.9% | 0.01% | -69.6% |
Q3 2019 | $41,000 | -4.7% | 247 | 0.0% | 0.02% | -8.0% |
Q2 2019 | $43,000 | +2.4% | 247 | +0.4% | 0.02% | 0.0% |
Q1 2019 | $42,000 | +7.7% | 246 | +0.8% | 0.02% | -7.4% |
Q4 2018 | $39,000 | -11.4% | 244 | +0.4% | 0.03% | -3.6% |
Q3 2018 | $44,000 | +15.8% | 243 | +0.8% | 0.03% | +7.7% |
Q2 2018 | $38,000 | +2.7% | 241 | 0.0% | 0.03% | 0.0% |
Q1 2018 | $37,000 | 0.0% | 241 | 0.0% | 0.03% | +4.0% |
Q4 2017 | $37,000 | -52.6% | 241 | -52.7% | 0.02% | -55.4% |
Q3 2017 | $78,000 | +4.0% | 510 | +0.2% | 0.06% | -3.4% |
Q2 2017 | $75,000 | +7.1% | 509 | +0.4% | 0.06% | +3.6% |
Q1 2017 | $70,000 | +9.4% | 507 | 0.0% | 0.06% | +3.7% |
Q4 2016 | $64,000 | -4.5% | 507 | +0.4% | 0.05% | -1.8% |
Q3 2016 | $67,000 | +4.7% | 505 | +4.1% | 0.06% | -9.8% |
Q4 2015 | $64,000 | – | 485 | – | 0.06% | – |
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% |