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 | $876,534 | -14.6% | 3,728 | -11.1% | 0.77% | -7.8% |
| Q2 2023 | $1,026,688 | +2.7% | 4,194 | 0.0% | 0.84% | -0.8% |
| Q1 2023 | $1,000,017 | -3.6% | 4,194 | +0.3% | 0.84% | -6.2% |
| Q4 2022 | $1,037,510 | +10.8% | 4,183 | +0.0% | 0.90% | -1.2% |
| Q3 2022 | $936,000 | -5.0% | 4,182 | 0.0% | 0.91% | +9.2% |
| Q2 2022 | $985,000 | -4.5% | 4,182 | +3.2% | 0.83% | -13.7% |
| Q1 2022 | $1,031,000 | -7.8% | 4,051 | -3.4% | 0.97% | +2.7% |
| Q4 2021 | $1,118,000 | -3.8% | 4,195 | -10.8% | 0.94% | -1.8% |
| Q3 2021 | $1,162,000 | +0.1% | 4,701 | +0.0% | 0.96% | -7.7% |
| Q2 2021 | $1,161,000 | +11.4% | 4,699 | +3.2% | 1.04% | -3.4% |
| Q1 2021 | $1,042,000 | – | 4,554 | – | 1.08% | – |
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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% |