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 | $2,424,877 | -7.2% | 10,314 | -3.4% | 1.43% | -5.0% |
| Q2 2023 | $2,612,892 | -1.8% | 10,673 | -4.4% | 1.51% | -0.8% |
| Q1 2023 | $2,661,610 | -47.1% | 11,162 | -45.0% | 1.52% | -55.0% |
| Q4 2022 | $5,035,881 | +8.3% | 20,302 | -2.3% | 3.38% | +0.9% |
| Q3 2022 | $4,648,000 | +3.1% | 20,779 | +8.6% | 3.35% | +10.8% |
| Q2 2022 | $4,507,000 | – | 19,138 | – | 3.02% | – |
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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% |