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 | ||||
---|---|---|---|---|---|---|
Q1 2024 | $301,131 | -2.4% | 1,113 | -9.6% | 0.01% | -18.2% |
Q4 2023 | $308,646 | +15.2% | 1,231 | +8.0% | 0.01% | +10.0% |
Q3 2023 | $268,033 | -16.4% | 1,140 | -13.0% | 0.01% | -16.7% |
Q2 2023 | $320,731 | -1.1% | 1,310 | -3.7% | 0.01% | -7.7% |
Q1 2023 | $324,322 | -1.4% | 1,360 | +2.6% | 0.01% | -7.1% |
Q4 2022 | $328,928 | +4.8% | 1,326 | -5.6% | 0.01% | -6.7% |
Q3 2022 | $314,000 | -6.8% | 1,405 | -1.8% | 0.02% | 0.0% |
Q2 2022 | $337,000 | -7.7% | 1,431 | -0.3% | 0.02% | +15.4% |
Q1 2022 | $365,000 | +0.3% | 1,436 | +5.1% | 0.01% | +8.3% |
Q4 2021 | $364,000 | +49.8% | 1,366 | +38.7% | 0.01% | +33.3% |
Q3 2021 | $243,000 | -9.0% | 985 | -8.8% | 0.01% | -10.0% |
Q2 2021 | $267,000 | +8.1% | 1,080 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $247,000 | +2.1% | 1,080 | 0.0% | 0.01% | -9.1% |
Q4 2020 | $242,000 | +10.0% | 1,080 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $220,000 | +5.8% | 1,080 | 0.0% | 0.01% | -8.3% |
Q2 2020 | $208,000 | +0.5% | 1,080 | 0.0% | 0.01% | 0.0% |
Q4 2019 | $207,000 | – | 1,080 | – | 0.01% | – |
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% |