VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 971 filers reported holding VANGUARD WORLD FDS in Q1 2024. The put-call ratio across all filers is 0.21 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $588,284 | -1.3% | 2,204 | 0.0% | 0.03% | 0.0% |
Q1 2024 | $596,117 | +7.9% | 2,204 | +0.0% | 0.03% | 0.0% |
Q4 2023 | $552,403 | -7.2% | 2,203 | -4.9% | 0.03% | -36.4% |
Q2 2021 | $595,000 | +24.0% | 2,317 | +10.4% | 0.04% | +12.8% |
Q1 2021 | $480,000 | +2.6% | 2,099 | +0.3% | 0.04% | 0.0% |
Q4 2020 | $468,000 | +11.4% | 2,093 | +1.6% | 0.04% | -2.5% |
Q3 2020 | $420,000 | +6.1% | 2,060 | +0.3% | 0.04% | 0.0% |
Q2 2020 | $396,000 | -0.8% | 2,053 | -14.6% | 0.04% | -20.0% |
Q1 2020 | $399,000 | -13.1% | 2,403 | +0.3% | 0.05% | +11.1% |
Q4 2019 | $459,000 | +3.6% | 2,396 | -9.4% | 0.04% | -6.2% |
Q3 2019 | $443,000 | -3.7% | 2,644 | 0.0% | 0.05% | -2.0% |
Q2 2019 | $460,000 | +1.5% | 2,644 | +0.6% | 0.05% | +2.1% |
Q1 2019 | $453,000 | +8.1% | 2,627 | +0.7% | 0.05% | -5.9% |
Q4 2018 | $419,000 | -10.7% | 2,610 | +0.4% | 0.05% | -1.9% |
Q3 2018 | $469,000 | +14.1% | 2,600 | +0.7% | 0.05% | +26.8% |
Q2 2018 | $411,000 | +3.8% | 2,581 | 0.0% | 0.04% | -6.8% |
Q1 2018 | $396,000 | -0.3% | 2,581 | +0.2% | 0.04% | -2.2% |
Q4 2017 | $397,000 | – | 2,575 | – | 0.04% | – |
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% |
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% |