VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 934 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $6,990,579 | -1.3% | 26,280 | +0.4% | 4.54% | +0.8% |
Q1 2024 | $7,079,296 | +2.9% | 26,169 | -4.6% | 4.51% | +1.0% |
Q4 2023 | $6,876,633 | +6.7% | 27,430 | +0.1% | 4.46% | +3.2% |
Q3 2023 | $6,444,107 | -18.0% | 27,410 | -14.6% | 4.32% | -4.0% |
Q2 2023 | $7,857,656 | -1.9% | 32,096 | -4.5% | 4.51% | +1.2% |
Q1 2023 | $8,011,246 | -1.9% | 33,596 | +2.1% | 4.46% | -13.1% |
Q4 2022 | $8,163,481 | +10.6% | 32,911 | -0.2% | 5.13% | +30.7% |
Q3 2022 | $7,379,000 | +16.3% | 32,986 | +22.4% | 3.92% | +17.5% |
Q2 2022 | $6,347,000 | +6.5% | 26,950 | +7.7% | 3.34% | +11.1% |
Q1 2022 | $5,962,000 | -12.6% | 25,031 | -2.3% | 3.00% | -3.1% |
Q4 2021 | $6,825,000 | +19.5% | 25,616 | +10.8% | 3.10% | +15.2% |
Q3 2021 | $5,713,000 | +11.3% | 23,115 | +11.3% | 2.69% | +13.8% |
Q2 2021 | $5,131,000 | -8.1% | 20,764 | -14.9% | 2.37% | -13.7% |
Q1 2021 | $5,584,000 | +8.7% | 24,412 | -3.1% | 2.74% | -11.1% |
Q4 2020 | $5,137,000 | 0.0% | 25,183 | 0.0% | 3.09% | 0.0% |
Q3 2020 | $5,137,000 | +9.5% | 25,183 | +3.5% | 3.09% | +1.0% |
Q2 2020 | $4,690,000 | +48.3% | 24,343 | +27.9% | 3.06% | +19.6% |
Q1 2020 | $3,162,000 | – | 19,039 | – | 2.56% | – |
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% |