VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 387 filers reported holding VANGUARD WORLD FDS in Q4 2017. The put-call ratio across all filers is 0.40 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $533,707 | +23.4% | 2,006 | +25.5% | 0.02% | +6.2% |
Q1 2024 | $432,488 | +8.9% | 1,599 | +3.0% | 0.02% | -5.9% |
Q4 2023 | $397,021 | +18.3% | 1,552 | +7.6% | 0.02% | 0.0% |
Q3 2023 | $335,720 | +8.8% | 1,443 | +14.4% | 0.02% | +13.3% |
Q2 2023 | $308,634 | -0.3% | 1,261 | +0.2% | 0.02% | -6.2% |
Q1 2023 | $309,466 | +1.4% | 1,259 | +2.4% | 0.02% | -23.8% |
Q4 2022 | $305,062 | +27.1% | 1,230 | +24.2% | 0.02% | +16.7% |
Q3 2022 | $240,000 | +4.3% | 990 | +1.2% | 0.02% | 0.0% |
Q2 2022 | $230,000 | -1.7% | 978 | +0.2% | 0.02% | 0.0% |
Q1 2022 | $234,000 | +60.3% | 976 | +64.9% | 0.02% | +28.6% |
Q3 2021 | $146,000 | 0.0% | 592 | 0.0% | 0.01% | -6.7% |
Q2 2021 | $146,000 | +6.6% | 592 | -1.3% | 0.02% | -6.2% |
Q1 2021 | $137,000 | -36.6% | 600 | -38.0% | 0.02% | -40.7% |
Q4 2020 | $216,000 | -18.2% | 968 | -25.2% | 0.03% | -30.8% |
Q3 2020 | $264,000 | +7.8% | 1,294 | +1.8% | 0.04% | 0.0% |
Q2 2020 | $245,000 | +7.0% | 1,271 | -7.9% | 0.04% | -9.3% |
Q1 2020 | $229,000 | -14.2% | 1,380 | -1.0% | 0.04% | +4.9% |
Q4 2019 | $267,000 | +43.5% | 1,394 | +25.5% | 0.04% | +32.3% |
Q3 2019 | $186,000 | -25.3% | 1,111 | -22.5% | 0.03% | -35.4% |
Q2 2019 | $249,000 | +81.8% | 1,434 | +80.6% | 0.05% | +45.5% |
Q1 2019 | $137,000 | +9.6% | 794 | +2.1% | 0.03% | +3.1% |
Q4 2018 | $125,000 | -54.4% | 778 | -48.7% | 0.03% | -48.4% |
Q3 2018 | $274,000 | -6.2% | 1,518 | -17.3% | 0.06% | -16.2% |
Q2 2018 | $292,000 | -14.4% | 1,836 | -17.3% | 0.07% | -21.3% |
Q1 2018 | $341,000 | +30.2% | 2,219 | +30.5% | 0.09% | +30.6% |
Q4 2017 | $262,000 | +948.0% | 1,701 | +930.9% | 0.07% | +620.0% |
Q3 2017 | $25,000 | +150.0% | 165 | +153.8% | 0.01% | +100.0% |
Q2 2017 | $10,000 | +400.0% | 65 | +333.3% | 0.01% | +400.0% |
Q1 2017 | $2,000 | -99.7% | 15 | -99.7% | 0.00% | -99.7% |
Q4 2016 | $581,000 | – | 4,583 | – | 0.39% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Pariax, LLC | 18,636 | $4,443,941 | 13.52% |
PGIM Custom Harvest LLC | 931,201 | $222,054,294 | 9.21% |
AMI INVESTMENT MANAGEMENT INC | 79,910 | $19,055,338 | 8.89% |
Allied Investment Advisors, LLC | 117,886 | $28,111,096 | 8.71% |
EXECUTIVE WEALTH GROUP LLC | 50,777 | $12,108,312 | 8.57% |
BCM ADVISORS, LLC | 107,056 | $26,473,878 | 7.16% |
Morningstar Investment Management LLC | 199,110 | $47,480 | 7.06% |
Essex Private Wealth Management, LLC | 7,902 | $1,884,250 | 6.84% |
PARAGON FINANCIAL PARTNERS, INC. | 27,101 | $6,462,422 | 6.77% |
Wealth Management Solutions, LLC | 48,001 | $11,446,226 | 6.59% |