Vivaldi Capital Management LP - VANGUARD WORLD FDS ownership

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
Vivaldi Capital Management LP ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$433,054
+30.7%
1,842
+36.1%
0.14%
+39.2%
Q2 2023$331,241
+2.7%
1,3530.0%0.10%
+4.1%
Q1 2023$322,636
+19.4%
1,353
+22.2%
0.10%
+46.3%
Q4 2022$270,163
+23.4%
1,107
+14.2%
0.07%
+13.6%
Q3 2022$219,0009690.06%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Wechter Feldman Wealth Management, Inc. 104,281$20,090,00018.21%
Allied Investment Advisors, LLC 95,358$18,371,00010.58%
CABANA LLC 528,624$101,839,0009.35%
Tatro Capital, LLC 30,973$5,967,0008.56%
Foundations Investment Advisors, LLC 449,483$87,941,0007.78%
Beacon Capital Management, Inc. 715,314$137,805,0007.04%
Capital Advantage, Inc. 100,673$19,395,0006.89%
Essex Private Wealth Management, LLC 30,512$5,878,0006.82%
Madden Advisory Services, Inc. 26,877$5,177,0005.37%
Morningstar Investment Management LLC 191,895$36,969,0005.10%
View complete list of VANGUARD WORLD FDS shareholders