VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 245 filers reported holding VANGUARD WORLD FDS in Q1 2016. The put-call ratio across all filers is 0.44 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,200,086 | +6.4% | 8,271 | +8.2% | 0.04% | +2.9% |
Q1 2024 | $2,067,584 | +5.9% | 7,643 | -1.9% | 0.03% | -5.6% |
Q4 2023 | $1,952,452 | +13.5% | 7,788 | +6.5% | 0.04% | +2.9% |
Q3 2023 | $1,719,521 | -14.1% | 7,314 | -10.6% | 0.04% | -12.5% |
Q2 2023 | $2,002,872 | -2.0% | 8,181 | -4.6% | 0.04% | -7.0% |
Q1 2023 | $2,043,841 | +2.1% | 8,571 | +6.2% | 0.04% | -6.5% |
Q4 2022 | $2,002,508 | +39.1% | 8,073 | +25.4% | 0.05% | +35.3% |
Q3 2022 | $1,440,000 | -6.0% | 6,438 | -1.1% | 0.03% | +3.0% |
Q2 2022 | $1,532,000 | +1.5% | 6,507 | +9.7% | 0.03% | +22.2% |
Q1 2022 | $1,509,000 | -19.4% | 5,933 | -15.5% | 0.03% | -18.2% |
Q4 2021 | $1,872,000 | -5.6% | 7,025 | -12.5% | 0.03% | -10.8% |
Q3 2021 | $1,984,000 | +2.5% | 8,026 | +2.5% | 0.04% | +5.7% |
Q2 2021 | $1,935,000 | +38.4% | 7,829 | +28.1% | 0.04% | +25.0% |
Q1 2021 | $1,398,000 | -11.7% | 6,111 | -13.6% | 0.03% | -15.2% |
Q4 2020 | $1,583,000 | +26.9% | 7,075 | +15.8% | 0.03% | +6.5% |
Q3 2020 | $1,247,000 | +8.9% | 6,112 | +2.8% | 0.03% | +3.3% |
Q2 2020 | $1,145,000 | +11.1% | 5,944 | -4.3% | 0.03% | -3.2% |
Q1 2020 | $1,031,000 | -6.2% | 6,209 | +8.3% | 0.03% | +14.8% |
Q4 2019 | $1,099,000 | +17.7% | 5,733 | +2.9% | 0.03% | +8.0% |
Q3 2019 | $934,000 | -7.1% | 5,571 | -3.6% | 0.02% | -7.4% |
Q2 2019 | $1,005,000 | -27.0% | 5,778 | -27.6% | 0.03% | -27.0% |
Q1 2019 | $1,376,000 | +8.4% | 7,978 | +0.9% | 0.04% | -7.5% |
Q4 2018 | $1,269,000 | -8.1% | 7,903 | +3.2% | 0.04% | +14.3% |
Q3 2018 | $1,381,000 | -0.4% | 7,657 | -12.1% | 0.04% | -7.9% |
Q2 2018 | $1,386,000 | +16.9% | 8,707 | +12.7% | 0.04% | +26.7% |
Q1 2018 | $1,186,000 | -2.8% | 7,726 | -2.4% | 0.03% | -3.2% |
Q4 2017 | $1,220,000 | +31.5% | 7,919 | +29.9% | 0.03% | +24.0% |
Q3 2017 | $928,000 | +5.0% | 6,094 | +1.6% | 0.02% | +4.2% |
Q2 2017 | $884,000 | +7.5% | 5,996 | +0.5% | 0.02% | +4.3% |
Q1 2017 | $822,000 | -8.6% | 5,967 | -15.9% | 0.02% | -11.5% |
Q4 2016 | $899,000 | -6.9% | 7,092 | -2.4% | 0.03% | -7.1% |
Q3 2016 | $966,000 | +4.9% | 7,266 | +3.0% | 0.03% | +3.7% |
Q2 2016 | $921,000 | +2.7% | 7,056 | -3.0% | 0.03% | 0.0% |
Q1 2016 | $897,000 | +86.1% | 7,272 | +100.3% | 0.03% | +92.9% |
Q4 2015 | $482,000 | +52.5% | 3,631 | +40.7% | 0.01% | +40.0% |
Q3 2015 | $316,000 | +29.5% | 2,581 | +48.2% | 0.01% | +42.9% |
Q2 2015 | $244,000 | -7.2% | 1,741 | -10.4% | 0.01% | 0.0% |
Q1 2015 | $263,000 | – | 1,942 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Pariax, LLC | 18,636 | $4,443,941 | 13.52% |
PGIM Custom Harvest LLC | 931,201 | $222,054,294 | 9.21% |
AMI INVESTMENT MANAGEMENT INC | 79,910 | $19,055,338 | 8.89% |
Allied Investment Advisors, LLC | 117,886 | $28,111,096 | 8.71% |
EXECUTIVE WEALTH GROUP LLC | 50,777 | $12,108,312 | 8.57% |
BCM ADVISORS, LLC | 107,056 | $26,473,878 | 7.16% |
Morningstar Investment Management LLC | 199,110 | $47,480 | 7.06% |
Essex Private Wealth Management, LLC | 7,902 | $1,884,250 | 6.84% |
PARAGON FINANCIAL PARTNERS, INC. | 27,101 | $6,462,422 | 6.77% |
Wealth Management Solutions, LLC | 48,001 | $11,446,226 | 6.59% |