VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 916 filers reported holding VANGUARD WORLD FDS in Q3 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 | $672,883 | -8.9% | 2,530 | -7.4% | 0.38% | -17.8% |
| Q1 2024 | $738,962 | -4.3% | 2,731 | -11.3% | 0.46% | -15.1% |
| Q4 2023 | $772,052 | -11.5% | 3,080 | -17.0% | 0.55% | -21.5% |
| Q3 2023 | $872,801 | -5.7% | 3,712 | -1.8% | 0.70% | -2.6% |
| Q2 2023 | $925,519 | +0.4% | 3,780 | -2.2% | 0.72% | -4.1% |
| Q1 2023 | $921,506 | -42.0% | 3,864 | -39.7% | 0.75% | -40.4% |
| Q4 2022 | $1,590,092 | +10.2% | 6,410 | -0.7% | 1.26% | -2.3% |
| Q3 2022 | $1,443,000 | -5.0% | 6,452 | +0.0% | 1.28% | -0.5% |
| Q2 2022 | $1,519,000 | +0.9% | 6,451 | +9.0% | 1.29% | +8.8% |
| Q1 2022 | $1,505,000 | +152.9% | 5,917 | +164.9% | 1.19% | +153.6% |
| Q4 2021 | $595,000 | – | 2,234 | – | 0.47% | – |
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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% |