VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 22 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,905,060 | -5.4% | 12,357 | -1.5% | 0.06% | -7.4% |
Q2 2023 | $3,069,676 | +0.6% | 12,539 | -2.0% | 0.07% | -5.6% |
Q1 2023 | $3,049,880 | -10.6% | 12,790 | -7.0% | 0.07% | -27.3% |
Q4 2022 | $3,411,327 | +14.6% | 13,753 | +3.3% | 0.10% | -10.0% |
Q3 2022 | $2,978,000 | -8.3% | 13,313 | -3.5% | 0.11% | -21.4% |
Q2 2022 | $3,249,000 | -8.7% | 13,795 | -1.4% | 0.14% | +4.5% |
Q1 2022 | $3,559,000 | -16.2% | 13,989 | -12.2% | 0.13% | -10.7% |
Q4 2021 | $4,246,000 | +11.9% | 15,939 | +3.8% | 0.15% | 0.0% |
Q3 2021 | $3,796,000 | +1.9% | 15,359 | +1.9% | 0.15% | -2.0% |
Q2 2021 | $3,726,000 | +6.4% | 15,076 | -1.5% | 0.15% | -6.7% |
Q1 2021 | $3,501,000 | +2.0% | 15,305 | -0.2% | 0.16% | -8.4% |
Q4 2020 | $3,431,000 | +6.2% | 15,334 | -3.1% | 0.18% | -19.7% |
Q3 2020 | $3,230,000 | -5.9% | 15,831 | -11.2% | 0.22% | -9.7% |
Q2 2020 | $3,434,000 | +12.8% | 17,825 | -2.7% | 0.25% | -8.5% |
Q1 2020 | $3,044,000 | -6.2% | 18,328 | +8.3% | 0.27% | +5.5% |
Q4 2019 | $3,246,000 | +14.0% | 16,930 | -0.3% | 0.26% | +0.4% |
Q3 2019 | $2,848,000 | +3.1% | 16,985 | +7.0% | 0.26% | +19.2% |
Q2 2019 | $2,762,000 | +16.7% | 15,880 | +15.7% | 0.21% | -38.2% |
Q1 2019 | $2,367,000 | +8353.6% | 13,723 | +7653.1% | 0.35% | +6820.0% |
Q4 2018 | $28,000 | -26.3% | 177 | -25.6% | 0.01% | -37.5% |
Q2 2018 | $38,000 | +5.6% | 238 | 0.0% | 0.01% | 0.0% |
Q1 2018 | $36,000 | -42.9% | 238 | -41.5% | 0.01% | +14.3% |
Q4 2017 | $63,000 | +600.0% | 407 | +567.2% | 0.01% | +133.3% |
Q3 2017 | $9,000 | -71.0% | 61 | -71.1% | 0.00% | -66.7% |
Q2 2017 | $31,000 | – | 211 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Wechter Feldman Wealth Management, Inc. | 108,364 | $26,780,000 | 18.74% |
Allied Investment Advisors, LLC | 98,593 | $24,365,000 | 9.18% |
Morningstar Investment Management LLC | 280,664 | $69,360,000 | 7.86% |
Capital Advantage, Inc. | 103,430 | $25,561,000 | 6.70% |
Aprio Wealth Management, LLC | 54,798 | $13,542,000 | 6.40% |
Curran Financial Partners, LLC | 46,686 | $11,538,000 | 6.34% |
ASSET PLANNING CORPORATION | 24,758 | $6,118,000 | 5.96% |
Adaptive Financial Consulting, LLC | 35,501 | $8,773,000 | 5.48% |
Essex Private Wealth Management, LLC | 22,255 | $5,500,000 | 5.02% |
Tatro Capital, LLC | 28,055 | $6,933,000 | 4.73% |