VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 956 filers reported holding VANGUARD WORLD FDS in Q2 2024. The put-call ratio across all filers is 0.18 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $566,048 | -1.7% | 2,128 | 0.0% | 0.05% | -3.8% |
| Q1 2024 | $575,667 | +7.9% | 2,128 | 0.0% | 0.05% | 0.0% |
| Q4 2023 | $533,490 | -35.1% | 2,128 | -39.2% | 0.05% | -41.6% |
| Q3 2023 | $822,380 | +55.1% | 3,498 | +61.5% | 0.09% | +43.5% |
| Q2 2023 | $530,280 | +4.5% | 2,166 | +1.8% | 0.06% | +1.6% |
| Q1 2023 | $507,443 | -16.2% | 2,128 | -12.9% | 0.06% | -17.6% |
| Q4 2022 | $605,764 | – | 2,442 | – | 0.07% | – |
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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% |