VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 948 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $445,018 | -2.8% | 1,673 | -1.1% | 0.11% | -1.8% |
| Q1 2024 | $457,720 | +7.9% | 1,692 | 0.0% | 0.11% | +2.8% |
| Q4 2023 | $424,184 | +43.3% | 1,692 | +34.4% | 0.11% | -4.5% |
| Q3 2023 | $295,991 | -4.0% | 1,259 | 0.0% | 0.11% | +0.9% |
| Q2 2023 | $308,228 | +2.7% | 1,259 | 0.0% | 0.11% | -3.5% |
| Q1 2023 | $300,221 | -3.9% | 1,259 | 0.0% | 0.12% | -10.2% |
| Q4 2022 | $312,295 | +11.1% | 1,259 | +0.2% | 0.13% | +0.8% |
| Q3 2022 | $281,000 | -3.8% | 1,257 | +1.4% | 0.13% | -3.8% |
| Q2 2022 | $292,000 | -15.4% | 1,240 | -8.7% | 0.13% | -5.7% |
| Q1 2022 | $345,000 | -7.3% | 1,358 | -2.7% | 0.14% | -15.2% |
| Q4 2021 | $372,000 | +45.3% | 1,395 | +34.8% | 0.16% | -12.7% |
| Q3 2021 | $256,000 | 0.0% | 1,035 | 0.0% | 0.19% | +1.1% |
| Q2 2021 | $256,000 | +8.0% | 1,035 | 0.0% | 0.19% | -0.5% |
| Q1 2021 | $237,000 | +2.6% | 1,035 | 0.0% | 0.19% | -11.3% |
| Q4 2020 | $231,000 | – | 1,035 | – | 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% |