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 ↓
Pinnacle Advisory Group, Inc. 605,489$61,215,0007.24%
Beacon Capital Management, Inc. 230,944$23,349,0006.98%
New England Investment & Retirement Group, Inc. 108,576$10,977,0006.83%
WBH ADVISORY INC 230,206$23,274,0004.70%
Richard C. Young & CO., LTD. 201,537$20,375,0004.42%
NewFocus Financial Group, LLC 43,270$4,375,0003.69%
Main Management LLC 134,168$13,564,0003.23%
NIEMANN CAPITAL MANAGEMENT INC 31,558$3,190,554,0002.20%
IMA Wealth, Inc. 36,230$3,663,0001.74%
RAND WEALTH, LLC 94,725$9,577,0001.70%
View complete list of VANGUARD WORLD FDS shareholders