VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 608 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 0.48 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,764,031 | -7.5% | 7,503 | -3.6% | 0.08% | -4.7% |
Q2 2023 | $1,906,201 | +2.2% | 7,786 | -0.5% | 0.08% | +6.2% |
Q1 2023 | $1,865,755 | -4.4% | 7,824 | -0.6% | 0.08% | -14.0% |
Q4 2022 | $1,952,027 | +5.1% | 7,869 | -5.2% | 0.09% | -12.3% |
Q3 2022 | $1,858,000 | +590.7% | 8,305 | +626.0% | 0.11% | +562.5% |
Q2 2022 | $269,000 | -3.9% | 1,144 | +4.0% | 0.02% | -5.9% |
Q1 2022 | $280,000 | -8.2% | 1,100 | -3.8% | 0.02% | -5.6% |
Q4 2021 | $305,000 | +31.5% | 1,143 | +21.9% | 0.02% | +20.0% |
Q3 2021 | $232,000 | -9.7% | 938 | -9.9% | 0.02% | -11.8% |
Q2 2021 | $257,000 | -37.6% | 1,041 | -42.2% | 0.02% | -43.3% |
Q1 2021 | $412,000 | +3.5% | 1,802 | +1.4% | 0.03% | -14.3% |
Q4 2020 | $398,000 | -5.2% | 1,777 | -13.6% | 0.04% | -23.9% |
Q3 2020 | $420,000 | +9.9% | 2,057 | +3.7% | 0.05% | -4.2% |
Q2 2020 | $382,000 | +115.8% | 1,983 | +85.7% | 0.05% | +84.6% |
Q1 2020 | $177,000 | -22.4% | 1,068 | -10.3% | 0.03% | -10.3% |
Q4 2019 | $228,000 | +13.4% | 1,191 | -0.7% | 0.03% | 0.0% |
Q3 2019 | $201,000 | -28.7% | 1,199 | -25.9% | 0.03% | -35.6% |
Q2 2019 | $282,000 | -8.1% | 1,619 | -8.9% | 0.04% | -13.5% |
Q1 2019 | $307,000 | +8.9% | 1,778 | +1.3% | 0.05% | -5.5% |
Q4 2018 | $282,000 | -6.0% | 1,755 | +5.7% | 0.06% | 0.0% |
Q3 2018 | $300,000 | +86.3% | 1,661 | +64.3% | 0.06% | +71.9% |
Q2 2018 | $161,000 | +198.1% | 1,011 | +188.9% | 0.03% | +166.7% |
Q1 2018 | $54,000 | -41.3% | 350 | -41.1% | 0.01% | -50.0% |
Q4 2017 | $92,000 | -1.1% | 594 | -2.8% | 0.02% | -14.3% |
Q3 2017 | $93,000 | – | 611 | – | 0.03% | – |
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% |