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 | $2,200,946 | -4.4% | 9,362 | -0.4% | 0.11% | -6.7% |
Q2 2023 | $2,301,577 | -30.5% | 9,401 | -32.3% | 0.12% | -36.5% |
Q1 2023 | $3,311,652 | +29.3% | 13,888 | +34.5% | 0.19% | +17.4% |
Q4 2022 | $2,561,042 | -19.1% | 10,325 | -27.0% | 0.16% | -33.2% |
Q3 2022 | $3,166,000 | +55.0% | 14,151 | +63.1% | 0.24% | +33.9% |
Q2 2022 | $2,043,000 | -10.8% | 8,675 | -3.7% | 0.18% | +3.4% |
Q1 2022 | $2,291,000 | -46.5% | 9,007 | -43.9% | 0.17% | -44.8% |
Q4 2021 | $4,279,000 | +8.2% | 16,060 | +0.3% | 0.32% | -2.2% |
Q3 2021 | $3,956,000 | -6.0% | 16,006 | -6.0% | 0.32% | +20.6% |
Q2 2021 | $4,209,000 | +6.7% | 17,031 | -1.2% | 0.27% | -6.0% |
Q1 2021 | $3,944,000 | -3.5% | 17,241 | -5.6% | 0.28% | -16.5% |
Q4 2020 | $4,085,000 | +6.7% | 18,259 | -2.7% | 0.34% | -11.5% |
Q3 2020 | $3,827,000 | +12.3% | 18,761 | +6.0% | 0.38% | -17.8% |
Q2 2020 | $3,408,000 | +8.2% | 17,691 | -6.7% | 0.47% | +2.9% |
Q1 2020 | $3,150,000 | -24.9% | 18,968 | -13.3% | 0.45% | -8.5% |
Q4 2019 | $4,193,000 | +14.3% | 21,869 | -0.0% | 0.50% | -0.6% |
Q3 2019 | $3,668,000 | -1.2% | 21,876 | +2.4% | 0.50% | -7.4% |
Q2 2019 | $3,714,000 | +23.3% | 21,354 | +22.3% | 0.54% | +7.4% |
Q1 2019 | $3,012,000 | +21.1% | 17,465 | +12.7% | 0.50% | +4.8% |
Q4 2018 | $2,488,000 | +5.1% | 15,495 | +18.1% | 0.48% | -6.4% |
Q3 2018 | $2,367,000 | +16.8% | 13,121 | +3.1% | 0.51% | -1.2% |
Q2 2018 | $2,026,000 | +6.0% | 12,732 | -0.3% | 0.52% | +1.0% |
Q1 2018 | $1,912,000 | -1.7% | 12,770 | +3.8% | 0.51% | -0.4% |
Q4 2017 | $1,946,000 | +22.2% | 12,303 | +18.6% | 0.52% | -24.0% |
Q3 2017 | $1,593,000 | +159200.0% | 10,377 | +44.2% | 0.68% | – |
Q2 2017 | $1,000 | -99.7% | 7,196 | +185.6% | 0.00% | -100.0% |
Q1 2017 | $345,000 | +32.7% | 2,520 | +24.5% | 0.23% | +16.8% |
Q4 2016 | $260,000 | – | 2,024 | – | 0.20% | – |
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% |