VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 876 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $352,261 | -4.7% | 1,498 | -0.8% | 0.02% | 0.0% |
Q2 2023 | $369,718 | +2.7% | 1,510 | 0.0% | 0.02% | -11.1% |
Q1 2023 | $360,113 | +99378.7% | 1,510 | +3.4% | 0.03% | +3.8% |
Q4 2022 | $362 | -99.9% | 1,460 | 0.0% | 0.03% | +4.0% |
Q3 2022 | $327,000 | -4.9% | 1,460 | 0.0% | 0.02% | 0.0% |
Q2 2022 | $344,000 | -10.4% | 1,460 | -3.3% | 0.02% | +8.7% |
Q1 2022 | $384,000 | -4.5% | 1,510 | 0.0% | 0.02% | 0.0% |
Q4 2021 | $402,000 | +7.8% | 1,510 | 0.0% | 0.02% | 0.0% |
Q3 2021 | $373,000 | 0.0% | 1,510 | 0.0% | 0.02% | +4.5% |
Q2 2021 | $373,000 | +8.1% | 1,510 | 0.0% | 0.02% | +4.8% |
Q1 2021 | $345,000 | -12.4% | 1,510 | -14.2% | 0.02% | -16.0% |
Q4 2020 | $394,000 | +9.7% | 1,760 | 0.0% | 0.02% | -3.8% |
Q3 2020 | $359,000 | +9.1% | 1,760 | +2.9% | 0.03% | 0.0% |
Q2 2020 | $329,000 | +15.8% | 1,710 | 0.0% | 0.03% | -3.7% |
Q1 2020 | $284,000 | -13.4% | 1,710 | 0.0% | 0.03% | +17.4% |
Q4 2019 | $328,000 | -8.6% | 1,710 | -20.1% | 0.02% | -14.8% |
Q3 2019 | $359,000 | -3.0% | 2,139 | +0.5% | 0.03% | -3.6% |
Q2 2019 | $370,000 | -0.5% | 2,129 | -1.3% | 0.03% | 0.0% |
Q1 2019 | $372,000 | +15.5% | 2,157 | +7.5% | 0.03% | +3.7% |
Q4 2018 | $322,000 | -9.8% | 2,006 | +1.3% | 0.03% | +3.8% |
Q3 2018 | $357,000 | +14.1% | 1,981 | +0.6% | 0.03% | +8.3% |
Q2 2018 | $313,000 | +4.3% | 1,969 | +0.8% | 0.02% | +4.3% |
Q1 2018 | $300,000 | +0.7% | 1,953 | +0.9% | 0.02% | 0.0% |
Q4 2017 | $298,000 | +2.4% | 1,935 | +1.1% | 0.02% | 0.0% |
Q3 2017 | $291,000 | +4.3% | 1,914 | +1.3% | 0.02% | +4.5% |
Q2 2017 | $279,000 | -17.2% | 1,890 | -22.8% | 0.02% | -21.4% |
Q1 2017 | $337,000 | +56.7% | 2,447 | +44.5% | 0.03% | +55.6% |
Q4 2016 | $215,000 | -4.9% | 1,694 | -0.4% | 0.02% | -5.3% |
Q3 2016 | $226,000 | +0.4% | 1,701 | -1.3% | 0.02% | 0.0% |
Q2 2016 | $225,000 | -10.7% | 1,723 | -15.6% | 0.02% | -13.6% |
Q1 2016 | $252,000 | -7.0% | 2,042 | 0.0% | 0.02% | 0.0% |
Q4 2015 | $271,000 | +8.4% | 2,042 | 0.0% | 0.02% | +4.8% |
Q3 2015 | $250,000 | -19.6% | 2,042 | -8.0% | 0.02% | -12.5% |
Q2 2015 | $311,000 | +3.0% | 2,220 | -0.4% | 0.02% | -59.3% |
Q1 2015 | $302,000 | -93.2% | 2,230 | -93.7% | 0.06% | -92.9% |
Q4 2014 | $4,415,000 | +573.0% | 35,153 | +526.8% | 0.83% | +545.3% |
Q3 2014 | $656,000 | +13.7% | 5,608 | +8.4% | 0.13% | +18.5% |
Q2 2014 | $577,000 | +8.3% | 5,173 | +3.7% | 0.11% | +3.8% |
Q1 2014 | $533,000 | +16.6% | 4,988 | +10.4% | 0.10% | +14.3% |
Q4 2013 | $457,000 | +8.6% | 4,518 | 0.0% | 0.09% | -2.2% |
Q3 2013 | $421,000 | +12.3% | 4,518 | +4.1% | 0.09% | +9.4% |
Q2 2013 | $375,000 | – | 4,338 | – | 0.08% | – |
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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% |