VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 22 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $922,898 | -96.8% | 3,917 | -96.6% | 0.00% | -96.4% |
| Q2 2023 | $28,550,590 | -74.9% | 116,613 | +19.8% | 0.11% | -58.6% |
| Q1 2023 | $113,669,962 | +498.0% | 97,341 | +27.0% | 0.27% | +119.7% |
| Q4 2022 | $19,008,516 | -16.3% | 76,629 | -24.5% | 0.12% | -55.3% |
| Q3 2022 | $22,698,000 | -3.0% | 101,464 | +1.7% | 0.27% | +5.4% |
| Q2 2022 | $23,408,000 | -5.5% | 99,761 | +2.5% | 0.26% | -32.7% |
| Q1 2022 | $24,759,000 | +4132.3% | 97,330 | +4866400.0% | 0.38% | +4177.8% |
| Q4 2021 | $585,000 | – | 2 | – | 0.01% | – |
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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% |
| 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% |
| Morningstar Investment Management LLC | 191,895 | $36,969,000 | 5.10% |