VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 971 filers reported holding VANGUARD WORLD FDS in Q1 2024. The put-call ratio across all filers is 0.21 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $874,138 | -1.9% | 3,286 | -0.2% | 0.24% | -3.5% |
Q1 2024 | $890,615 | +9.4% | 3,292 | +1.4% | 0.25% | -1.2% |
Q4 2023 | $813,862 | +7.3% | 3,246 | +0.6% | 0.26% | -0.4% |
Q3 2023 | $758,782 | -5.2% | 3,227 | -1.3% | 0.26% | -1.9% |
Q2 2023 | $800,754 | +2.7% | 3,271 | 0.0% | 0.26% | -2.2% |
Q1 2023 | $779,952 | +4.6% | 3,271 | -1.9% | 0.27% | -7.9% |
Q3 2022 | $746,000 | -1.6% | 3,334 | +3.5% | 0.29% | -6.7% |
Q2 2022 | $758,000 | -6.5% | 3,221 | +1.0% | 0.31% | +7.9% |
Q1 2022 | $811,000 | -4.4% | 3,188 | +0.2% | 0.29% | -15.2% |
Q4 2021 | $848,000 | +23.4% | 3,181 | +14.4% | 0.34% | +14.0% |
Q3 2021 | $687,000 | 0.0% | 2,781 | 0.0% | 0.30% | 0.0% |
Q2 2021 | $687,000 | +56.1% | 2,781 | +44.5% | 0.30% | +42.2% |
Q1 2021 | $440,000 | +13.1% | 1,924 | +10.6% | 0.21% | +46.5% |
Q4 2020 | $389,000 | +15.4% | 1,739 | +5.1% | 0.14% | +3.6% |
Q3 2020 | $337,000 | +55.3% | 1,654 | +47.2% | 0.14% | +29.9% |
Q2 2020 | $217,000 | +33.1% | 1,124 | +14.6% | 0.11% | +3.9% |
Q1 2020 | $163,000 | -13.3% | 981 | +0.1% | 0.10% | +24.1% |
Q4 2019 | $188,000 | +18.2% | 980 | +3.0% | 0.08% | +6.4% |
Q3 2019 | $159,000 | -3.6% | 951 | 0.0% | 0.08% | -8.2% |
Q2 2019 | $165,000 | +0.6% | 951 | 0.0% | 0.08% | -3.4% |
Q1 2019 | $164,000 | +7.2% | 951 | 0.0% | 0.09% | +7.3% |
Q4 2018 | $153,000 | -7.3% | 951 | +4.3% | 0.08% | +2.5% |
Q3 2018 | $165,000 | -1.8% | 912 | -13.8% | 0.08% | -19.2% |
Q2 2018 | $168,000 | -6.1% | 1,058 | -9.0% | 0.10% | -9.2% |
Q1 2018 | $179,000 | 0.0% | 1,163 | 0.0% | 0.11% | -0.9% |
Q4 2017 | $179,000 | +15.5% | 1,163 | +14.4% | 0.11% | +11.1% |
Q3 2017 | $155,000 | +3.3% | 1,017 | 0.0% | 0.10% | -2.0% |
Q2 2017 | $150,000 | +141.9% | 1,017 | +125.0% | 0.10% | +134.9% |
Q1 2017 | $62,000 | -45.6% | 452 | -49.8% | 0.04% | -50.6% |
Q4 2016 | $114,000 | – | 901 | – | 0.09% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Wechter Feldman Wealth Management, Inc. | 104,281 | $20,090,000 | 18.21% |
Allied Investment Advisors, LLC | 95,358 | $18,371,000 | 10.58% |
CABANA LLC | 528,624 | $101,839,000 | 9.35% |
Tatro Capital, LLC | 30,973 | $5,967,000 | 8.56% |
EXECUTIVE WEALTH GROUP LLC | 52,272 | $10,070,105 | 8.06% |
Foundations Investment Advisors, LLC | 449,483 | $87,941,000 | 7.78% |
Beacon Capital Management, Inc. | 715,314 | $137,805,000 | 7.04% |
Capital Advantage, Inc. | 100,673 | $19,395,000 | 6.89% |
Essex Private Wealth Management, LLC | 30,512 | $5,878,000 | 6.82% |
Madden Advisory Services, Inc. | 26,877 | $5,177,000 | 5.37% |