VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 402 filers reported holding VANGUARD WORLD FDS in Q1 2018. The put-call ratio across all filers is 1.28 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,227,169 | -14.1% | 30,741 | -10.5% | 0.01% | -16.7% |
Q2 2023 | $8,412,081 | -10.2% | 34,360 | -12.6% | 0.01% | -14.3% |
Q1 2023 | $9,371,077 | -3.4% | 39,298 | +0.4% | 0.01% | -12.5% |
Q4 2022 | $9,705,325 | +13.5% | 39,126 | +2.3% | 0.01% | +33.3% |
Q3 2022 | $8,553,000 | -10.3% | 38,235 | -5.6% | 0.01% | -14.3% |
Q2 2022 | $9,540,000 | -9.0% | 40,506 | -1.7% | 0.01% | +16.7% |
Q1 2022 | $10,478,000 | -9.4% | 41,191 | -5.1% | 0.01% | 0.0% |
Q4 2021 | $11,565,000 | +7.1% | 43,411 | -0.6% | 0.01% | 0.0% |
Q3 2021 | $10,799,000 | -41.8% | 43,692 | -41.8% | 0.01% | -45.5% |
Q2 2021 | $18,568,000 | +12.5% | 75,135 | +4.1% | 0.01% | 0.0% |
Q1 2021 | $16,504,000 | +25.9% | 72,148 | +23.1% | 0.01% | +37.5% |
Q4 2020 | $13,113,000 | +9.3% | 58,611 | -0.4% | 0.01% | 0.0% |
Q3 2020 | $12,000,000 | +5.6% | 58,823 | -0.3% | 0.01% | -11.1% |
Q2 2020 | $11,366,000 | +18.3% | 58,999 | +2.0% | 0.01% | 0.0% |
Q1 2020 | $9,609,000 | -19.5% | 57,852 | -7.1% | 0.01% | 0.0% |
Q4 2019 | $11,943,000 | +12.2% | 62,291 | -1.9% | 0.01% | +12.5% |
Q3 2019 | $10,644,000 | -9.8% | 63,478 | -6.5% | 0.01% | -20.0% |
Q2 2019 | $11,803,000 | +15.2% | 67,859 | +14.3% | 0.01% | 0.0% |
Q1 2019 | $10,244,000 | +24.2% | 59,395 | +15.7% | 0.01% | +25.0% |
Q4 2018 | $8,245,000 | -2.3% | 51,341 | +9.7% | 0.01% | 0.0% |
Q3 2018 | $8,441,000 | +14.9% | 46,785 | +1.3% | 0.01% | +14.3% |
Q2 2018 | $7,349,000 | +1.2% | 46,179 | -2.4% | 0.01% | +16.7% |
Q1 2018 | $7,262,000 | +2.1% | 47,302 | +2.5% | 0.01% | 0.0% |
Q4 2017 | $7,116,000 | -0.8% | 46,163 | -2.0% | 0.01% | 0.0% |
Q3 2017 | $7,176,000 | +2.7% | 47,126 | -0.6% | 0.01% | 0.0% |
Q2 2017 | $6,989,000 | +5.1% | 47,427 | -1.7% | 0.01% | 0.0% |
Q1 2017 | $6,651,000 | +14.4% | 48,258 | +5.2% | 0.01% | +20.0% |
Q4 2016 | $5,816,000 | +0.1% | 45,878 | +4.9% | 0.01% | 0.0% |
Q3 2016 | $5,810,000 | +4.1% | 43,722 | +2.2% | 0.01% | -16.7% |
Q2 2016 | $5,582,000 | +12.9% | 42,780 | +6.7% | 0.01% | 0.0% |
Q1 2016 | $4,943,000 | +5.7% | 40,096 | +13.9% | 0.01% | +20.0% |
Q4 2015 | $4,677,000 | +10.3% | 35,198 | +1.7% | 0.01% | +25.0% |
Q3 2015 | $4,240,000 | -10.1% | 34,599 | +2.7% | 0.00% | 0.0% |
Q2 2015 | $4,716,000 | -72.9% | 33,694 | -73.7% | 0.00% | -76.5% |
Q1 2015 | $17,372,000 | +13.5% | 128,190 | +5.2% | 0.02% | +21.4% |
Q4 2014 | $15,303,000 | +559.3% | 121,851 | +514.1% | 0.01% | +600.0% |
Q3 2014 | $2,321,000 | +21.8% | 19,842 | +16.2% | 0.00% | 0.0% |
Q2 2014 | $1,906,000 | +24.7% | 17,073 | +19.4% | 0.00% | 0.0% |
Q1 2014 | $1,529,000 | +21.0% | 14,302 | +14.4% | 0.00% | +100.0% |
Q4 2013 | $1,264,000 | +11.9% | 12,497 | +3.0% | 0.00% | 0.0% |
Q3 2013 | $1,130,000 | -88.7% | 12,134 | -89.5% | 0.00% | -90.0% |
Q2 2013 | $9,996,000 | – | 115,709 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Wechter Feldman Wealth Management, Inc. | 106,792 | $24,429,000 | 18.01% |
Allied Investment Advisors, LLC | 95,411 | $21,825,000 | 9.35% |
Beacon Capital Management, Inc. | 742,169 | $169,771,000 | 6.88% |
Capital Advantage, Inc. | 102,242 | $23,388,000 | 6.37% |
Morningstar Investment Management LLC | 273,598 | $62,586,000 | 6.28% |
Essex Private Wealth Management, LLC | 26,900 | $6,153,000 | 5.87% |
ASSET PLANNING CORPORATION | 23,590 | $5,396,000 | 5.61% |
New England Investment & Retirement Group, Inc. | 99,109 | $22,671,000 | 5.48% |
Adaptive Financial Consulting, LLC | 34,485 | $7,889,000 | 5.30% |
Tatro Capital, LLC | 28,902 | $6,611,000 | 5.12% |