VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 143 filers reported holding VANGUARD WORLD FDS in Q4 2013. The put-call ratio across all filers is 1.81 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $779,357 | -8.3% | 3,315 | -4.5% | 0.00% | – |
| Q2 2023 | $849,526 | +2.7% | 3,470 | 0.0% | 0.00% | – |
| Q1 2023 | $827,456 | -3.9% | 3,470 | 0.0% | 0.00% | – |
| Q4 2022 | $860,734 | +10.9% | 3,470 | 0.0% | 0.00% | – |
| Q3 2022 | $776,000 | -5.0% | 3,470 | 0.0% | 0.00% | – |
| Q2 2022 | $817,000 | -13.5% | 3,470 | -6.5% | 0.00% | – |
| Q1 2022 | $945,000 | -13.4% | 3,713 | -9.4% | 0.00% | – |
| Q4 2021 | $1,091,000 | -44.3% | 4,098 | -48.2% | 0.00% | -100.0% |
| Q3 2021 | $1,957,000 | +0.1% | 7,915 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $1,956,000 | +5.8% | 7,915 | -2.0% | 0.00% | 0.0% |
| Q1 2021 | $1,849,000 | +2.3% | 8,080 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $1,808,000 | +6.5% | 8,080 | -2.9% | 0.00% | 0.0% |
| Q3 2020 | $1,698,000 | -0.4% | 8,320 | -5.9% | 0.00% | 0.0% |
| Q2 2020 | $1,704,000 | +19.8% | 8,846 | +3.3% | 0.00% | 0.0% |
| Q1 2020 | $1,422,000 | -38.3% | 8,566 | -28.7% | 0.00% | -50.0% |
| Q4 2019 | $2,303,000 | -98.8% | 12,016 | -98.9% | 0.00% | -98.5% |
| Q3 2019 | $188,805,000 | -3.7% | 1,125,986 | -0.1% | 0.13% | +13.9% |
| Q2 2019 | $196,091,000 | +1.0% | 1,127,363 | +0.1% | 0.12% | -0.9% |
| Q1 2019 | $194,243,000 | +7.2% | 1,126,193 | -0.2% | 0.12% | -9.4% |
| Q4 2018 | $181,166,000 | -11.0% | 1,128,066 | +0.0% | 0.13% | +116.9% |
| Q3 2018 | $203,464,000 | +13.5% | 1,127,788 | +0.2% | 0.06% | +15.7% |
| Q2 2018 | $179,189,000 | +3.6% | 1,125,978 | -0.0% | 0.05% | -38.6% |
| Q1 2018 | $172,910,000 | +23521.6% | 1,126,240 | +19171.7% | 0.08% | – |
| Q4 2014 | $732,000 | +98.9% | 5,844 | +85.1% | 0.00% | – |
| Q3 2014 | $368,000 | +4.8% | 3,157 | 0.0% | 0.00% | – |
| Q2 2014 | $351,000 | +18.2% | 3,157 | +12.8% | 0.00% | – |
| Q1 2014 | $297,000 | +92.9% | 2,800 | +83.6% | 0.00% | – |
| Q4 2013 | $154,000 | -74.3% | 1,525 | -76.4% | 0.00% | – |
| Q3 2013 | $600,000 | – | 6,450 | – | 0.00% | – |
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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% |