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 | $203,126 | -19.2% | 864 | -15.9% | 0.11% | -15.7% |
| Q2 2023 | $251,430 | +5.0% | 1,027 | +2.3% | 0.13% | 0.0% |
| Q1 2023 | $239,414 | -6.1% | 1,004 | -11.9% | 0.13% | -19.1% |
| Q3 2022 | $255,000 | -3.4% | 1,140 | +1.9% | 0.16% | -1.9% |
| Q2 2022 | $264,000 | -6.4% | 1,119 | +0.9% | 0.16% | +3.9% |
| Q1 2022 | $282,000 | +4.8% | 1,109 | +9.7% | 0.15% | +5.5% |
| Q4 2021 | $269,000 | +7.6% | 1,011 | 0.0% | 0.15% | -0.7% |
| Q3 2021 | $250,000 | 0.0% | 1,011 | 0.0% | 0.15% | 0.0% |
| Q2 2021 | $250,000 | +10.1% | 1,011 | +1.7% | 0.15% | +4.3% |
| Q1 2021 | $227,000 | +5.1% | 994 | +3.0% | 0.14% | -2.8% |
| Q4 2020 | $216,000 | +8.0% | 965 | -7.7% | 0.14% | -3.3% |
| Q4 2019 | $200,000 | – | 1,045 | – | 0.15% | – |
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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% |
| 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% |