VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 826 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.39 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $752,791 | -1.2% | 3,202 | +2.9% | 0.01% | +7.7% |
Q2 2023 | $761,880 | +1.8% | 3,112 | -0.9% | 0.01% | -7.1% |
Q1 2023 | $748,526 | -6.4% | 3,139 | -2.6% | 0.01% | -12.5% |
Q4 2022 | $799,713 | +11.2% | 3,224 | +0.3% | 0.02% | 0.0% |
Q3 2022 | $719,000 | -5.0% | 3,214 | -0.0% | 0.02% | 0.0% |
Q2 2022 | $757,000 | -10.2% | 3,215 | -3.0% | 0.02% | +6.7% |
Q1 2022 | $843,000 | -8.0% | 3,315 | -3.6% | 0.02% | 0.0% |
Q4 2021 | $916,000 | +7.5% | 3,440 | -0.1% | 0.02% | 0.0% |
Q3 2021 | $852,000 | +2.0% | 3,445 | +1.9% | 0.02% | -6.2% |
Q2 2021 | $835,000 | +13.1% | 3,380 | +4.7% | 0.02% | +6.7% |
Q1 2021 | $738,000 | -63.6% | 3,227 | -64.4% | 0.02% | -64.3% |
Q4 2020 | $2,030,000 | +267.1% | 9,075 | +234.9% | 0.04% | +223.1% |
Q3 2020 | $553,000 | +5.7% | 2,710 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $523,000 | +16.2% | 2,710 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $450,000 | -13.5% | 2,710 | 0.0% | 0.01% | +8.3% |
Q4 2019 | $520,000 | +9.5% | 2,710 | -4.3% | 0.01% | 0.0% |
Q3 2019 | $475,000 | -3.7% | 2,832 | 0.0% | 0.01% | -7.7% |
Q2 2019 | $493,000 | -17.4% | 2,832 | -18.2% | 0.01% | -18.8% |
Q1 2019 | $597,000 | -5.7% | 3,464 | -12.1% | 0.02% | -15.8% |
Q4 2018 | $633,000 | -20.8% | 3,940 | -11.1% | 0.02% | -13.6% |
Q3 2018 | $799,000 | -5.8% | 4,430 | -16.9% | 0.02% | -15.4% |
Q2 2018 | $848,000 | +3.7% | 5,330 | -0.0% | 0.03% | +4.0% |
Q1 2018 | $818,000 | +16.2% | 5,331 | +16.7% | 0.02% | +19.0% |
Q4 2017 | $704,000 | +1.6% | 4,570 | +0.4% | 0.02% | 0.0% |
Q3 2017 | $693,000 | +10.5% | 4,554 | +7.0% | 0.02% | +10.5% |
Q2 2017 | $627,000 | +9.6% | 4,255 | +2.4% | 0.02% | +11.8% |
Q1 2017 | $572,000 | +24.3% | 4,155 | +14.5% | 0.02% | +13.3% |
Q4 2016 | $460,000 | +79.0% | 3,630 | +87.5% | 0.02% | +66.7% |
Q3 2016 | $257,000 | +11.7% | 1,936 | +9.9% | 0.01% | +12.5% |
Q2 2016 | $230,000 | -1.7% | 1,761 | -7.2% | 0.01% | 0.0% |
Q1 2016 | $234,000 | -7.1% | 1,897 | -0.2% | 0.01% | -27.3% |
Q4 2015 | $252,000 | +7.7% | 1,901 | -0.8% | 0.01% | 0.0% |
Q3 2015 | $234,000 | -17.0% | 1,916 | -4.7% | 0.01% | -8.3% |
Q2 2015 | $282,000 | +2.2% | 2,011 | -1.1% | 0.01% | +9.1% |
Q1 2015 | $276,000 | +14.5% | 2,034 | +6.3% | 0.01% | +10.0% |
Q4 2014 | $241,000 | +0.8% | 1,914 | -6.1% | 0.01% | -9.1% |
Q3 2014 | $239,000 | -5.2% | 2,039 | -9.6% | 0.01% | 0.0% |
Q2 2014 | $252,000 | +5.0% | 2,256 | +0.9% | 0.01% | 0.0% |
Q1 2014 | $240,000 | +1.7% | 2,236 | -4.3% | 0.01% | +10.0% |
Q4 2013 | $236,000 | +8.3% | 2,336 | 0.0% | 0.01% | 0.0% |
Q3 2013 | $218,000 | +0.5% | 2,336 | -7.2% | 0.01% | 0.0% |
Q2 2013 | $217,000 | – | 2,517 | – | 0.01% | – |
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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% |
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% |
Morningstar Investment Management LLC | 191,895 | $36,969,000 | 5.10% |