VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 971 filers reported holding VANGUARD WORLD FDS in Q1 2024. The put-call ratio across all filers is 0.21 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $809,970 | -1.7% | 3,045 | 0.0% | 0.05% | -1.9% |
| Q1 2024 | $823,733 | +7.9% | 3,045 | 0.0% | 0.05% | -1.9% |
| Q4 2023 | $763,382 | +6.6% | 3,045 | 0.0% | 0.05% | 0.0% |
| Q3 2023 | $715,880 | -4.0% | 3,045 | 0.0% | 0.05% | +1.9% |
| Q2 2023 | $745,477 | +2.7% | 3,045 | 0.0% | 0.05% | +2.0% |
| Q1 2023 | $726,111 | -3.9% | 3,045 | 0.0% | 0.05% | -7.3% |
| Q4 2022 | $755,312 | +11.1% | 3,045 | 0.0% | 0.06% | -1.8% |
| Q3 2022 | $680,000 | -5.6% | 3,045 | 0.0% | 0.06% | -1.8% |
| Q2 2022 | $720,000 | -6.5% | 3,045 | 0.0% | 0.06% | +9.6% |
| Q1 2022 | $770,000 | -4.9% | 3,045 | 0.0% | 0.05% | 0.0% |
| Q4 2021 | $810,000 | +8.0% | 3,045 | 0.0% | 0.05% | 0.0% |
| Q3 2021 | $750,000 | 0.0% | 3,045 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $750,000 | +7.1% | 3,045 | 0.0% | 0.05% | 0.0% |
| Q1 2021 | $700,000 | +2.9% | 3,045 | 0.0% | 0.05% | -1.9% |
| Q4 2020 | $680,000 | +9.7% | 3,045 | 0.0% | 0.05% | -5.4% |
| Q3 2020 | $620,000 | – | 3,045 | – | 0.06% | – |
Download | ||||||
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% |