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 | $488,063 | -5.7% | 2,076 | -1.8% | 0.04% | -6.8% |
Q2 2023 | $517,550 | -33.0% | 2,114 | -34.8% | 0.04% | -38.9% |
Q1 2023 | $772,812 | +6.1% | 3,241 | +10.4% | 0.07% | -2.7% |
Q4 2022 | $728,457 | -0.3% | 2,936 | -10.2% | 0.07% | +76.2% |
Q3 2022 | $731,000 | +1.1% | 3,269 | +6.5% | 0.04% | 0.0% |
Q2 2022 | $723,000 | -15.7% | 3,069 | -8.9% | 0.04% | 0.0% |
Q1 2022 | $858,000 | +81.4% | 3,370 | +90.5% | 0.04% | -10.6% |
Q4 2021 | $473,000 | +36.7% | 1,769 | +26.9% | 0.05% | +30.6% |
Q2 2021 | $346,000 | +8.5% | 1,394 | -0.1% | 0.04% | -16.3% |
Q1 2021 | $319,000 | +6.0% | 1,395 | +3.9% | 0.04% | -2.3% |
Q4 2020 | $301,000 | +12.3% | 1,343 | +2.2% | 0.04% | 0.0% |
Q3 2020 | $268,000 | +5.9% | 1,314 | -0.2% | 0.04% | -4.3% |
Q2 2020 | $253,000 | +18.2% | 1,316 | +2.3% | 0.05% | -6.1% |
Q1 2020 | $214,000 | +0.9% | 1,287 | +6.2% | 0.05% | +75.0% |
Q2 2019 | $212,000 | -7.8% | 1,212 | -8.7% | 0.03% | -45.1% |
Q1 2019 | $230,000 | – | 1,328 | – | 0.05% | – |
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% |