VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 867 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.75 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $406,399 | -1.7% | 1,528 | 0.0% | 0.22% | -7.4% |
| Q1 2024 | $413,305 | +7.9% | 1,528 | 0.0% | 0.24% | -2.8% |
| Q4 2023 | $383,023 | +5.9% | 1,528 | -0.7% | 0.25% | -8.8% |
| Q3 2023 | $361,776 | -4.0% | 1,539 | 0.0% | 0.27% | -5.2% |
| Q2 2023 | $376,733 | -7.8% | 1,539 | -10.2% | 0.29% | -18.8% |
| Q1 2023 | $408,438 | -3.9% | 1,713 | 0.0% | 0.36% | -6.3% |
| Q4 2022 | $424,864 | +25.3% | 1,713 | +13.0% | 0.38% | +8.0% |
| Q3 2022 | $339,000 | -7.6% | 1,516 | -2.8% | 0.35% | -10.2% |
| Q2 2022 | $367,000 | -7.6% | 1,559 | 0.0% | 0.39% | +6.8% |
| Q1 2022 | $397,000 | -5.7% | 1,559 | -1.5% | 0.37% | -13.0% |
| Q4 2021 | $421,000 | – | 1,582 | – | 0.42% | – |
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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% |
| 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% |