VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 762 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $76,128 | -1.2% | 323,810 | +2.9% | 0.16% | +0.6% |
Q2 2023 | $77,020 | +19.1% | 314,599 | +16.0% | 0.16% | +15.4% |
Q1 2023 | $64,687 | -4.8% | 271,273 | -1.0% | 0.14% | -16.6% |
Q4 2022 | $67,944 | -99.9% | 273,914 | +5.0% | 0.16% | +8.7% |
Q3 2022 | $58,365,000 | -6.9% | 260,907 | -2.0% | 0.15% | -8.0% |
Q2 2022 | $62,705,000 | -5.4% | 266,263 | +2.2% | 0.16% | +7.9% |
Q1 2022 | $66,256,000 | +1.3% | 260,460 | +6.1% | 0.15% | +2.7% |
Q4 2021 | $65,391,000 | +10.7% | 245,443 | +2.7% | 0.15% | -0.7% |
Q3 2021 | $59,084,000 | +5.2% | 239,055 | +5.2% | 0.15% | +3.5% |
Q2 2021 | $56,150,000 | +11.4% | 227,211 | +3.1% | 0.14% | 0.0% |
Q1 2021 | $50,412,000 | +5.3% | 220,380 | +3.0% | 0.14% | -0.7% |
Q4 2020 | $47,881,000 | +11.4% | 214,012 | +1.6% | 0.14% | -2.0% |
Q3 2020 | $42,966,000 | +6.4% | 210,620 | +0.5% | 0.15% | -3.3% |
Q2 2020 | $40,370,000 | +21.5% | 209,552 | +4.7% | 0.15% | -1.9% |
Q1 2020 | $33,230,000 | -2.3% | 200,076 | +12.8% | 0.16% | +20.2% |
Q4 2019 | $34,022,000 | +29.1% | 177,443 | +12.9% | 0.13% | +15.2% |
Q3 2019 | $26,352,000 | -4.1% | 157,158 | -0.6% | 0.11% | -7.4% |
Q2 2019 | $27,490,000 | +3.4% | 158,048 | +2.6% | 0.12% | -1.6% |
Q1 2019 | $26,575,000 | +14.6% | 154,078 | +6.7% | 0.12% | 0.0% |
Q4 2018 | $23,190,000 | -4.1% | 144,398 | +7.7% | 0.12% | +6.0% |
Q3 2018 | $24,179,000 | +17.8% | 134,026 | +3.9% | 0.12% | +8.4% |
Q2 2018 | $20,519,000 | +3.7% | 128,938 | +0.0% | 0.11% | 0.0% |
Q1 2018 | $19,788,000 | +3.8% | 128,891 | +4.2% | 0.11% | +2.9% |
Q4 2017 | $19,059,000 | – | 123,645 | – | 0.10% | – |
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% |