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 | $241,971 | +462.7% | 1,029 | +498.3% | 0.03% | +440.0% |
| Q3 2021 | $43,000 | +13.2% | 172 | +13.2% | 0.01% | 0.0% |
| Q2 2021 | $38,000 | +5.6% | 152 | -3.2% | 0.01% | 0.0% |
| Q1 2021 | $36,000 | +28.6% | 157 | +23.6% | 0.01% | +25.0% |
| Q4 2020 | $28,000 | +40.0% | 127 | +30.9% | 0.00% | 0.0% |
| Q3 2020 | $20,000 | +185.7% | 97 | +185.3% | 0.00% | +300.0% |
| Q2 2020 | $7,000 | +250.0% | 34 | +183.3% | 0.00% | – |
| Q1 2020 | $2,000 | -97.1% | 12 | -96.7% | 0.00% | -100.0% |
| Q4 2019 | $69,000 | -31.0% | 360 | -39.6% | 0.01% | -35.0% |
| Q3 2019 | $100,000 | +3.1% | 596 | +6.8% | 0.02% | 0.0% |
| Q2 2019 | $97,000 | +3.2% | 558 | +2.2% | 0.02% | -16.7% |
| Q1 2019 | $94,000 | +10.6% | 546 | +3.0% | 0.02% | +4.3% |
| Q4 2018 | $85,000 | -9.6% | 530 | +1.5% | 0.02% | -8.0% |
| Q3 2018 | $94,000 | +13.3% | 522 | +0.2% | 0.02% | +4.2% |
| Q2 2018 | $83,000 | +6.4% | 521 | 0.0% | 0.02% | +4.3% |
| Q1 2018 | $78,000 | -23.5% | 521 | -19.3% | 0.02% | -30.3% |
| Q4 2017 | $102,000 | -2.9% | 646 | -5.7% | 0.03% | -8.3% |
| Q3 2017 | $105,000 | +4.0% | 685 | 0.0% | 0.04% | -7.7% |
| Q2 2017 | $101,000 | +53.0% | 685 | +41.5% | 0.04% | +14.7% |
| Q1 2017 | $66,000 | +4.8% | 484 | 0.0% | 0.03% | -10.5% |
| Q4 2016 | $63,000 | -1.6% | 484 | 0.0% | 0.04% | +26.7% |
| Q3 2016 | $64,000 | +3100.0% | 484 | +4300.0% | 0.03% | +2900.0% |
| Q2 2016 | $2,000 | – | 11 | – | 0.00% | – |
Download | ||||||
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% |