VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 956 filers reported holding VANGUARD WORLD FDS in Q2 2024. The put-call ratio across all filers is 0.18 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $202,426 | -1.7% | 761 | 0.0% | 0.01% | 0.0% |
| Q1 2024 | $205,865 | +0.4% | 761 | -28.9% | 0.01% | -52.9% |
| Q4 2019 | $205,000 | -12.4% | 1,070 | -23.4% | 0.02% | -19.0% |
| Q3 2019 | $234,000 | +5.9% | 1,396 | +9.7% | 0.02% | 0.0% |
| Q2 2019 | $221,000 | -6.0% | 1,273 | -6.7% | 0.02% | -12.5% |
| Q1 2019 | $235,000 | +3.5% | 1,364 | -3.7% | 0.02% | -4.0% |
| Q4 2018 | $227,000 | -11.0% | 1,416 | 0.0% | 0.02% | -3.8% |
| Q3 2018 | $255,000 | +9.9% | 1,416 | -2.7% | 0.03% | 0.0% |
| Q2 2018 | $232,000 | – | 1,456 | – | 0.03% | – |
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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% |
| EXECUTIVE WEALTH GROUP LLC | 52,272 | $10,070,105 | 8.06% |
| 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% |