VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 245 filers reported holding VANGUARD WORLD FDS in Q1 2016. The put-call ratio across all filers is 0.44 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $429,169 | +2.3% | 1,753 | -0.3% | 0.92% | +9.6% |
| Q1 2023 | $419,451 | -34.4% | 1,759 | -31.8% | 0.84% | -41.6% |
| Q4 2022 | $639,721 | +55.3% | 2,579 | +45.5% | 1.44% | +41.7% |
| Q3 2022 | $412,000 | -21.8% | 1,773 | -19.0% | 1.02% | +43.6% |
| Q2 2022 | $527,000 | +5.8% | 2,189 | +5.6% | 0.71% | +107.6% |
| Q1 2022 | $498,000 | +295.2% | 2,073 | -98.4% | 0.34% | +262.8% |
| Q4 2015 | $126,000 | – | 125,705 | – | 0.09% | – |
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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% |