Cape Investment Advisory, Inc. - VANGUARD WORLD FDS ownership

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
Cape Investment Advisory, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$121,828
-7.7%
458
-6.1%
0.06%
-11.3%
Q1 2024$132,014
+52495.2%
488
+48700.0%
0.06%
Q4 2023$251
-99.8%
1
-99.8%
0.00%
-100.0%
Q3 2023$115,434
+23458.0%
491
+24450.0%
0.06%
Q2 2023$490
+2.7%
20.0%0.00%
Q1 2023$47720.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2024
NameSharesValueWeighting ↓
D'Orazio & Associates, Inc. 166,108$25,295,0009.38%
Beacon Capital Management, Inc. 1,118,607$170,342,0007.97%
New England Investment & Retirement Group, Inc. 72,264$11,004,0006.11%
Richard C. Young & CO., LTD. 176,572$26,888,0005.09%
Strategic Point Investment Advisors, LLC 77,658$11,825,0004.40%
WBH ADVISORY INC 102,600$15,623,0004.36%
Pinnacle Advisory Group, Inc. 428,207$65,207,0004.02%
Madden Advisory Services, Inc. 39,863$6,070,0003.84%
Focused Wealth Management, Inc 68,490$10,430,0003.48%
Wechter Feldman Wealth Management, Inc. 26,387$4,018,0003.08%
View complete list of VANGUARD WORLD FDS shareholders