VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 311 filers reported holding VANGUARD WORLD FDS in Q1 2017. The put-call ratio across all filers is 0.50 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $717 | -4.0% | 3,050 | 0.0% | 0.24% | -4.3% |
Q2 2023 | $747 | +2.8% | 3,050 | 0.0% | 0.26% | +3.2% |
Q1 2023 | $727 | -4.0% | 3,050 | 0.0% | 0.25% | -6.4% |
Q4 2022 | $757 | -99.9% | 3,050 | 0.0% | 0.26% | -4.0% |
Q3 2022 | $682,000 | -5.0% | 3,050 | 0.0% | 0.28% | +3.0% |
Q2 2022 | $718,000 | -7.5% | 3,050 | 0.0% | 0.27% | -1.8% |
Q1 2022 | $776,000 | -4.6% | 3,050 | 0.0% | 0.27% | +7.9% |
Q4 2021 | $813,000 | +7.8% | 3,050 | 0.0% | 0.25% | +1.2% |
Q3 2021 | $754,000 | 0.0% | 3,050 | 0.0% | 0.25% | -5.3% |
Q2 2021 | $754,000 | +8.0% | 3,050 | 0.0% | 0.26% | +1.1% |
Q1 2021 | $698,000 | +2.3% | 3,050 | 0.0% | 0.26% | -5.1% |
Q4 2020 | $682,000 | +9.6% | 3,050 | 0.0% | 0.28% | -7.4% |
Q3 2020 | $622,000 | +5.8% | 3,050 | 0.0% | 0.30% | +9.2% |
Q2 2020 | $588,000 | +16.0% | 3,050 | 0.0% | 0.27% | -4.6% |
Q1 2020 | $507,000 | -13.3% | 3,050 | 0.0% | 0.28% | +29.5% |
Q4 2019 | $585,000 | +66.7% | 3,050 | +45.8% | 0.22% | +65.4% |
Q3 2019 | $351,000 | -3.6% | 2,092 | 0.0% | 0.13% | -8.3% |
Q2 2019 | $364,000 | +0.8% | 2,092 | 0.0% | 0.14% | +17.9% |
Q1 2019 | $361,000 | +7.4% | 2,092 | 0.0% | 0.12% | -2.4% |
Q4 2018 | $336,000 | -10.9% | 2,092 | 0.0% | 0.13% | +13.5% |
Q3 2018 | $377,000 | +8.0% | 2,092 | -4.6% | 0.11% | +6.7% |
Q2 2018 | $349,000 | +3.6% | 2,192 | 0.0% | 0.10% | +11.8% |
Q1 2018 | $337,000 | -0.3% | 2,192 | 0.0% | 0.09% | 0.0% |
Q4 2017 | $338,000 | -9.4% | 2,192 | -10.5% | 0.09% | -12.3% |
Q3 2017 | $373,000 | +15.1% | 2,450 | +11.4% | 0.11% | +14.0% |
Q2 2017 | $324,000 | +6.9% | 2,200 | 0.0% | 0.09% | +5.7% |
Q1 2017 | $303,000 | +8.6% | 2,200 | 0.0% | 0.09% | +10.0% |
Q4 2016 | $279,000 | -19.4% | 2,200 | -15.4% | 0.08% | -23.1% |
Q3 2016 | $346,000 | +2.1% | 2,600 | 0.0% | 0.10% | -4.6% |
Q2 2016 | $339,000 | +5.6% | 2,600 | 0.0% | 0.11% | +2.8% |
Q1 2016 | $321,000 | -7.0% | 2,600 | 0.0% | 0.11% | +9.3% |
Q4 2015 | $345,000 | -5.5% | 2,600 | -12.6% | 0.10% | +1.0% |
Q3 2015 | $365,000 | -20.3% | 2,975 | -9.2% | 0.10% | -6.8% |
Q2 2015 | $458,000 | +3.2% | 3,275 | 0.0% | 0.10% | +13.2% |
Q1 2015 | $444,000 | +40.1% | 3,275 | +29.7% | 0.09% | +62.5% |
Q4 2014 | $317,000 | – | 2,525 | – | 0.06% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Morningstar Investment Management LLC | 280,664 | $69,369,000 | 11.73% |
Allied Investment Advisors, LLC | 97,859 | $24,187,000 | 9.15% |
Beacon Capital Management, Inc. | 791,178 | $195,548,000 | 7.23% |
Aprio Wealth Management, LLC | 62,274 | $15,392,000 | 7.01% |
Capital Advantage, Inc. | 104,317 | $25,783,000 | 6.96% |
Curran Financial Partners, LLC | 50,412 | $12,430,000 | 6.35% |
ASSET PLANNING CORPORATION | 26,978 | $6,668,000 | 6.17% |
Adaptive Financial Consulting, LLC | 35,826 | $8,855,000 | 5.46% |
Essex Private Wealth Management, LLC | 22,423 | $5,542,000 | 5.03% |
Kinloch Capital, LLC | 27,476 | $6,791,000 | 4.79% |