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 | $410,704 | -37.9% | 1,544 | -36.8% | 0.09% | -31.1% |
| Q1 2024 | $661,151 | +70.8% | 2,444 | +58.3% | 0.13% | +67.1% |
| Q4 2023 | $387,081 | -36.4% | 1,544 | -40.4% | 0.08% | -32.5% |
| Q3 2023 | $608,674 | -5.8% | 2,589 | -1.9% | 0.12% | -7.9% |
| Q2 2023 | $646,080 | +3.6% | 2,639 | +1.0% | 0.13% | -4.5% |
| Q1 2023 | $623,334 | +1.4% | 2,614 | +5.4% | 0.13% | -10.7% |
| Q4 2022 | $614,916 | -9.6% | 2,479 | -17.9% | 0.15% | -14.4% |
| Q3 2022 | $680,000 | +14.7% | 3,020 | +20.0% | 0.17% | +24.3% |
| Q2 2022 | $593,000 | -7.6% | 2,517 | -0.2% | 0.14% | +2.2% |
| Q1 2022 | $642,000 | -4.5% | 2,522 | 0.0% | 0.14% | -1.4% |
| Q4 2021 | $672,000 | +3.4% | 2,522 | -4.1% | 0.14% | -7.9% |
| Q3 2021 | $650,000 | +14.0% | 2,629 | +13.9% | 0.15% | +15.3% |
| Q2 2021 | $570,000 | +20.0% | 2,308 | +11.1% | 0.13% | +6.5% |
| Q1 2021 | $475,000 | +2.2% | 2,078 | 0.0% | 0.12% | -14.0% |
| Q4 2020 | $465,000 | +9.7% | 2,078 | 0.0% | 0.14% | -2.7% |
| Q3 2020 | $424,000 | -2.5% | 2,078 | -8.0% | 0.15% | -14.5% |
| Q2 2020 | $435,000 | -21.1% | 2,258 | -31.9% | 0.17% | -26.2% |
| Q1 2020 | $551,000 | -20.6% | 3,318 | -8.3% | 0.23% | +12.0% |
| Q4 2019 | $694,000 | – | 3,618 | – | 0.21% | – |
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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% |