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 | $1,098,857 | -6.8% | 4,674 | -3.2% | 0.58% | -4.2% |
| Q2 2023 | $1,178,547 | +14.4% | 4,829 | +11.7% | 0.60% | +2.7% |
| Q1 2023 | $1,030,624 | -4.0% | 4,322 | -0.2% | 0.59% | -11.2% |
| Q4 2022 | $1,074,057 | +3.3% | 4,330 | -6.8% | 0.66% | -5.7% |
| Q3 2022 | $1,040,000 | -6.1% | 4,648 | -1.2% | 0.70% | -0.4% |
| Q2 2022 | $1,108,000 | -13.8% | 4,704 | -6.9% | 0.70% | +6.4% |
| Q1 2022 | $1,285,000 | -5.1% | 5,050 | -0.6% | 0.66% | +0.6% |
| Q4 2021 | $1,354,000 | +11.1% | 5,082 | +3.0% | 0.66% | -2.1% |
| Q3 2021 | $1,219,000 | +1.2% | 4,932 | +1.2% | 0.67% | +0.9% |
| Q2 2021 | $1,205,000 | +2.1% | 4,874 | -5.5% | 0.66% | -6.7% |
| Q1 2021 | $1,180,000 | +28.4% | 5,158 | +24.6% | 0.71% | +15.7% |
| Q4 2020 | $919,000 | – | 4,138 | – | 0.62% | – |
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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% |