VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 898 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,553,891 | -3.3% | 10,863 | -1.9% | 0.02% | 0.0% |
Q2 2023 | $2,639,752 | 0.0% | 11,070 | 0.0% | 0.02% | 0.0% |
Q1 2023 | $2,639,752 | -1.6% | 11,070 | +2.4% | 0.02% | -6.2% |
Q4 2022 | $2,681,419 | +10.9% | 10,810 | 0.0% | 0.02% | +6.7% |
Q3 2022 | $2,417,000 | -5.1% | 10,810 | -0.1% | 0.02% | 0.0% |
Q2 2022 | $2,547,000 | +64.9% | 10,818 | +78.0% | 0.02% | +87.5% |
Q1 2022 | $1,545,000 | -4.4% | 6,079 | +0.1% | 0.01% | 0.0% |
Q4 2021 | $1,616,000 | +7.8% | 6,071 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $1,499,000 | -1.1% | 6,071 | -1.0% | 0.01% | 0.0% |
Q2 2021 | $1,515,000 | -1.6% | 6,132 | -8.9% | 0.01% | 0.0% |
Q1 2021 | $1,539,000 | +2.3% | 6,732 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $1,505,000 | +10.7% | 6,732 | +0.9% | 0.01% | 0.0% |
Q3 2020 | $1,360,000 | +5.9% | 6,671 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $1,284,000 | -21.4% | 6,671 | -21.7% | 0.01% | +14.3% |
Q1 2020 | $1,633,000 | 0.0% | 8,522 | 0.0% | 0.01% | 0.0% |
Q4 2019 | $1,633,000 | +44.0% | 8,522 | +25.9% | 0.01% | +40.0% |
Q3 2019 | $1,134,000 | +1.6% | 6,771 | +5.5% | 0.01% | 0.0% |
Q2 2019 | $1,116,000 | +0.9% | 6,421 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $1,106,000 | +7.9% | 6,421 | +0.6% | 0.01% | 0.0% |
Q4 2018 | $1,025,000 | +5.7% | 6,385 | +1.4% | 0.01% | +25.0% |
Q1 2018 | $970,000 | 0.0% | 6,298 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $970,000 | +8.1% | 6,298 | +6.8% | 0.00% | 0.0% |
Q3 2017 | $897,000 | +10.5% | 5,898 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $812,000 | 0.0% | 5,898 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $812,000 | +4.1% | 5,898 | -4.4% | 0.00% | 0.0% |
Q4 2016 | $780,000 | -15.0% | 6,168 | -10.8% | 0.00% | -20.0% |
Q3 2016 | $918,000 | +0.3% | 6,918 | -1.4% | 0.01% | -16.7% |
Q2 2016 | $915,000 | +5.9% | 7,018 | 0.0% | 0.01% | 0.0% |
Q1 2016 | $864,000 | -11.7% | 7,018 | -4.8% | 0.01% | -14.3% |
Q4 2015 | $978,000 | +3.6% | 7,368 | -4.5% | 0.01% | 0.0% |
Q3 2015 | $944,000 | -11.0% | 7,712 | +1.6% | 0.01% | -12.5% |
Q2 2015 | $1,061,000 | +8.4% | 7,587 | +4.8% | 0.01% | +14.3% |
Q1 2015 | $979,000 | +48.1% | 7,237 | +37.2% | 0.01% | +40.0% |
Q4 2014 | $661,000 | +15.0% | 5,275 | +7.1% | 0.01% | 0.0% |
Q3 2014 | $575,000 | +4.0% | 4,925 | -0.7% | 0.01% | 0.0% |
Q2 2014 | $553,000 | +447.5% | 4,960 | +416.7% | 0.01% | +400.0% |
Q1 2014 | $101,000 | +5.2% | 960 | 0.0% | 0.00% | 0.0% |
Q4 2013 | $96,000 | +7.9% | 960 | 0.0% | 0.00% | 0.0% |
Q3 2013 | $89,000 | +161.8% | 960 | +140.0% | 0.00% | – |
Q2 2013 | $34,000 | – | 400 | – | 0.00% | – |
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% |