VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 229 filers reported holding VANGUARD WORLD FDS in Q3 2015. The put-call ratio across all filers is 1.34 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $472,553 | +2.8% | 2,010 | +7.1% | 0.01% | +25.0% |
Q2 2023 | $459,528 | +6.3% | 1,877 | +3.5% | 0.00% | 0.0% |
Q1 2023 | $432,328 | -11.9% | 1,813 | -8.3% | 0.00% | -20.0% |
Q4 2022 | $490,645 | -4.4% | 1,978 | -13.7% | 0.01% | -16.7% |
Q3 2022 | $513,000 | -4.3% | 2,293 | +0.7% | 0.01% | 0.0% |
Q2 2022 | $536,000 | -0.6% | 2,276 | +7.4% | 0.01% | +20.0% |
Q1 2022 | $539,000 | -17.5% | 2,119 | -13.5% | 0.01% | -16.7% |
Q4 2021 | $653,000 | -26.5% | 2,450 | -31.8% | 0.01% | -33.3% |
Q3 2021 | $888,000 | +1.6% | 3,593 | +1.6% | 0.01% | 0.0% |
Q2 2021 | $874,000 | +161.7% | 3,536 | +142.2% | 0.01% | +125.0% |
Q1 2021 | $334,000 | +63.7% | 1,460 | +59.9% | 0.00% | +33.3% |
Q4 2020 | $204,000 | -20.6% | 913 | -27.4% | 0.00% | -25.0% |
Q3 2020 | $257,000 | +55.8% | 1,258 | +47.3% | 0.00% | +33.3% |
Q2 2020 | $165,000 | -31.2% | 854 | -40.9% | 0.00% | -25.0% |
Q1 2020 | $240,000 | +13.2% | 1,444 | +30.4% | 0.00% | +33.3% |
Q4 2019 | $212,000 | +14.6% | 1,107 | +0.1% | 0.00% | 0.0% |
Q3 2019 | $185,000 | -11.9% | 1,106 | -8.2% | 0.00% | 0.0% |
Q2 2019 | $210,000 | -0.5% | 1,205 | -1.5% | 0.00% | 0.0% |
Q1 2019 | $211,000 | -23.8% | 1,223 | -29.1% | 0.00% | -40.0% |
Q4 2018 | $277,000 | +2.2% | 1,726 | +14.8% | 0.01% | +25.0% |
Q3 2018 | $271,000 | +8.4% | 1,503 | -4.4% | 0.00% | 0.0% |
Q2 2018 | $250,000 | +50.6% | 1,572 | +45.7% | 0.00% | +33.3% |
Q1 2018 | $166,000 | -14.0% | 1,079 | -13.9% | 0.00% | 0.0% |
Q4 2017 | $193,000 | -2.0% | 1,253 | -2.9% | 0.00% | 0.0% |
Q3 2017 | $197,000 | +15.2% | 1,291 | +11.1% | 0.00% | 0.0% |
Q2 2017 | $171,000 | -9.5% | 1,162 | -15.4% | 0.00% | 0.0% |
Q1 2017 | $189,000 | +20.4% | 1,373 | +10.5% | 0.00% | 0.0% |
Q4 2016 | $157,000 | -4.8% | 1,242 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $165,000 | -11.3% | 1,242 | -13.1% | 0.00% | -40.0% |
Q2 2016 | $186,000 | -4.1% | 1,429 | 0.0% | 0.01% | 0.0% |
Q1 2016 | $194,000 | +2.1% | 1,429 | 0.0% | 0.01% | 0.0% |
Q4 2015 | $190,000 | +6.7% | 1,429 | -1.5% | 0.01% | 0.0% |
Q3 2015 | $178,000 | -20.2% | 1,451 | -8.9% | 0.01% | 0.0% |
Q2 2015 | $223,000 | +14.9% | 1,593 | +11.5% | 0.01% | 0.0% |
Q1 2015 | $194,000 | -2.0% | 1,429 | -9.5% | 0.01% | 0.0% |
Q4 2014 | $198,000 | +10.6% | 1,579 | -10.7% | 0.01% | 0.0% |
Q4 2013 | $179,000 | +8.5% | 1,768 | 0.0% | 0.01% | 0.0% |
Q3 2013 | $165,000 | +7.8% | 1,768 | 0.0% | 0.01% | 0.0% |
Q2 2013 | $153,000 | -6.7% | 1,768 | -10.2% | 0.01% | 0.0% |
Q1 2013 | $164,000 | +0.6% | 1,968 | -13.7% | 0.01% | -16.7% |
Q4 2012 | $163,000 | +7.2% | 2,280 | +9.6% | 0.01% | +20.0% |
Q3 2012 | $152,000 | +6.3% | 2,080 | 0.0% | 0.01% | 0.0% |
Q2 2012 | $143,000 | +1.4% | 2,080 | 0.0% | 0.01% | 0.0% |
Q1 2012 | $141,000 | +11.0% | 2,080 | 0.0% | 0.01% | 0.0% |
Q4 2011 | $127,000 | +7.6% | 2,080 | 0.0% | 0.01% | 0.0% |
Q3 2011 | $118,000 | -11.3% | 2,080 | 0.0% | 0.01% | 0.0% |
Q2 2011 | $133,000 | +6.4% | 2,080 | 0.0% | 0.01% | 0.0% |
Q1 2011 | $125,000 | +6.8% | 2,080 | 0.0% | 0.01% | 0.0% |
Q4 2010 | $117,000 | +3.5% | 2,080 | 0.0% | 0.01% | 0.0% |
Q3 2010 | $113,000 | +8.7% | 2,080 | 0.0% | 0.01% | 0.0% |
Q2 2010 | $104,000 | -11.9% | 2,080 | 0.0% | 0.01% | 0.0% |
Q1 2010 | $118,000 | +4.4% | 2,080 | 0.0% | 0.01% | 0.0% |
Q4 2009 | $113,000 | +5.6% | 2,080 | 0.0% | 0.01% | 0.0% |
Q3 2009 | $107,000 | +10.3% | 2,080 | 0.0% | 0.01% | 0.0% |
Q2 2009 | $97,000 | +11.5% | 2,080 | 0.0% | 0.01% | 0.0% |
Q1 2009 | $87,000 | – | 2,080 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Morningstar Investment Management LLC | 239,817 | $59,487 | 15.52% |
PGIM Custom Harvest LLC | 931,839 | $231,142,634 | 10.45% |
CORA CAPITAL ADVISORS LLC | 57,074 | $14,157,144 | 9.74% |
Allied Investment Advisors, LLC | 114,771 | $28,468,947 | 8.90% |
BCM ADVISORS, LLC | 111,216 | $27,196,761 | 7.52% |
PARAGON FINANCIAL PARTNERS, INC. | 27,292 | $6,769,865 | 7.49% |
Essex Private Wealth Management, LLC | 7,976 | $1,978,501 | 7.42% |
ARMSTRONG ADVISORY GROUP, INC | 225,914 | $56,037,925 | 7.38% |
Pariax, LLC | 21,255 | $5,272,303 | 6.54% |
ASSET PLANNING CORPORATION | 30,860 | $7,654,765 | 6.37% |