VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 956 filers reported holding VANGUARD WORLD FDS in Q2 2024. The put-call ratio across all filers is 0.18 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $353,780 | +1.1% | 1,330 | +2.8% | 0.02% | -5.3% |
| Q1 2024 | $350,053 | +8.7% | 1,294 | +0.8% | 0.02% | +5.6% |
| Q4 2023 | $321,899 | +18.2% | 1,284 | +10.9% | 0.02% | +5.9% |
| Q3 2023 | $272,246 | +99990.4% | 1,158 | +4.2% | 0.02% | +6.2% |
| Q2 2023 | $272 | +8.8% | 1,111 | +6.0% | 0.02% | +6.7% |
| Q1 2023 | $250 | -7.4% | 1,048 | -3.7% | 0.02% | -11.8% |
| Q4 2022 | $270 | -99.9% | 1,088 | -1.4% | 0.02% | +6.2% |
| Q3 2022 | $247,000 | -5.0% | 1,103 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $260,000 | -6.1% | 1,103 | +1.3% | 0.02% | +6.7% |
| Q1 2022 | $277,000 | -3.5% | 1,089 | +0.9% | 0.02% | +7.1% |
| Q4 2021 | $287,000 | +7.5% | 1,079 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $267,000 | 0.0% | 1,079 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $267,000 | +9.9% | 1,079 | +1.5% | 0.01% | -6.7% |
| Q1 2021 | $243,000 | – | 1,063 | – | 0.02% | – |
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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% |