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 | $212,859 | -30.8% | 905 | -28.0% | 0.04% | -35.4% |
Q2 2023 | $307,792 | +2.7% | 1,257 | 0.0% | 0.06% | -7.1% |
Q1 2023 | $299,796 | -3.7% | 1,257 | +0.2% | 0.07% | -13.6% |
Q4 2022 | $311,371 | +46.2% | 1,255 | +31.6% | 0.08% | -10.0% |
Q3 2022 | $213,000 | -9.0% | 954 | 0.0% | 0.09% | -12.6% |
Q2 2022 | $234,000 | +17.6% | 954 | +27.7% | 0.10% | +60.9% |
Q4 2021 | $199,000 | – | 747 | – | 0.06% | – |
Download |
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% |