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 | $7,987,315 | -9.5% | 33,974 | -5.8% | 1.66% | -9.0% |
| Q2 2023 | $8,825,924 | -5.3% | 36,051 | -7.8% | 1.83% | -11.1% |
| Q1 2023 | $9,319,011 | -24.8% | 39,080 | -21.8% | 2.06% | -28.6% |
| Q4 2022 | $12,396,636 | +14.7% | 49,976 | +3.4% | 2.88% | +6.2% |
| Q3 2022 | $10,811,000 | -3.1% | 48,329 | +2.0% | 2.71% | -0.3% |
| Q2 2022 | $11,156,000 | -2.7% | 47,370 | +5.1% | 2.72% | -7.9% |
| Q1 2022 | $11,468,000 | -0.1% | 45,082 | +4.6% | 2.96% | -2.9% |
| Q4 2021 | $11,483,000 | +17.6% | 43,100 | +9.1% | 3.04% | +7.6% |
| Q3 2021 | $9,765,000 | -2.2% | 39,508 | +2.5% | 2.83% | -2.0% |
| Q2 2021 | $9,986,000 | +25.2% | 38,563 | +10.6% | 2.89% | +14.5% |
| Q1 2021 | $7,975,000 | +9.1% | 34,863 | +6.7% | 2.52% | +4.3% |
| Q4 2020 | $7,307,000 | – | 32,659 | – | 2.42% | – |
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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% |