VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 893 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,654 | -6.1% | 7,036 | -2.3% | 1.27% | -1.2% |
Q2 2023 | $1,762 | +2.1% | 7,199 | -0.5% | 1.28% | -0.1% |
Q1 2023 | $1,726 | -4.2% | 7,238 | -0.3% | 1.28% | -6.7% |
Q4 2022 | $1,801 | -99.9% | 7,259 | -0.4% | 1.38% | +4.3% |
Q3 2022 | $1,631,000 | -4.8% | 7,291 | +0.2% | 1.32% | +0.4% |
Q2 2022 | $1,713,000 | -4.6% | 7,274 | +3.0% | 1.31% | +4.1% |
Q1 2022 | $1,796,000 | -0.9% | 7,062 | +3.8% | 1.26% | +4.6% |
Q4 2021 | $1,812,000 | +12.6% | 6,801 | +4.5% | 1.21% | +3.0% |
Q3 2021 | $1,609,000 | +0.6% | 6,509 | +0.5% | 1.17% | +0.2% |
Q2 2021 | $1,600,000 | +3.2% | 6,476 | -4.5% | 1.17% | -4.2% |
Q1 2021 | $1,551,000 | +0.9% | 6,782 | -1.3% | 1.22% | -2.1% |
Q4 2020 | $1,537,000 | +4.3% | 6,869 | -5.0% | 1.25% | -4.0% |
Q3 2020 | $1,474,000 | +1.7% | 7,227 | -4.0% | 1.30% | -4.1% |
Q2 2020 | $1,450,000 | -1.4% | 7,525 | -1.9% | 1.35% | -0.4% |
Q4 2019 | $1,470,000 | +3.6% | 7,667 | -9.4% | 1.36% | -0.1% |
Q3 2019 | $1,419,000 | -4.9% | 8,461 | -1.4% | 1.36% | -10.1% |
Q2 2019 | $1,492,000 | +5.3% | 8,577 | +4.4% | 1.51% | -10.1% |
Q1 2019 | $1,417,000 | +12.9% | 8,213 | +5.1% | 1.68% | +8.6% |
Q4 2018 | $1,255,000 | -9.3% | 7,817 | +1.9% | 1.55% | +20.6% |
Q3 2018 | $1,384,000 | +11.8% | 7,674 | -1.4% | 1.29% | +7.5% |
Q2 2018 | $1,238,000 | -0.2% | 7,782 | -3.8% | 1.20% | -1.6% |
Q1 2018 | $1,241,000 | – | 8,086 | – | 1.22% | – |
Download |
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% |