VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 475 filers reported holding VANGUARD WORLD FDS in Q2 2019. The put-call ratio across all filers is 0.55 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $663,442 | +11.9% | 2,494 | +5.5% | 0.08% | +107.9% |
| Q4 2023 | $592,626 | +7.2% | 2,364 | +0.6% | 0.04% | +11.8% |
| Q3 2023 | $552,775 | -3.8% | 2,351 | +0.2% | 0.03% | -29.2% |
| Q2 2023 | $574,633 | +35.7% | 2,347 | +32.2% | 0.05% | +29.7% |
| Q1 2023 | $423,305 | -3.7% | 1,775 | +0.2% | 0.04% | -14.0% |
| Q4 2022 | $439,426 | +26.3% | 1,772 | +14.0% | 0.04% | +16.2% |
| Q3 2022 | $348,000 | -3.3% | 1,555 | +1.7% | 0.04% | +27.6% |
| Q2 2022 | $360,000 | -49.0% | 1,529 | +276.6% | 0.03% | 0.0% |
| Q2 2019 | $706,000 | -77.6% | 406 | -97.8% | 0.03% | -98.0% |
| Q1 2019 | $3,156,000 | +29.8% | 18,296 | +20.8% | 1.44% | +0.3% |
| Q4 2018 | $2,432,000 | – | 15,146 | – | 1.43% | – |
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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% |