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 | $164,122 | -29.5% | 617 | -35.1% | 0.01% | -50.0% |
| Q2 2023 | $232,824 | -21.1% | 951 | -23.1% | 0.02% | -30.8% |
| Q1 2023 | $294,975 | -59.6% | 1,237 | -58.0% | 0.03% | -64.4% |
| Q4 2022 | $730,011 | +21.2% | 2,943 | +9.3% | 0.07% | +7.4% |
| Q3 2022 | $602,200 | -6.9% | 2,692 | -2.0% | 0.07% | -2.9% |
| Q2 2022 | $646,683 | +2.1% | 2,746 | +10.3% | 0.07% | +27.3% |
| Q1 2022 | $633,406 | +0.8% | 2,490 | +5.6% | 0.06% | -9.8% |
| Q4 2021 | $628,218 | -22.7% | 2,358 | -28.3% | 0.06% | -47.9% |
| Q3 2021 | $812,415 | +11.0% | 3,287 | +11.0% | 0.12% | +4.5% |
| Q2 2021 | $731,752 | +9.9% | 2,961 | +1.8% | 0.11% | -0.9% |
| Q1 2021 | $665,663 | – | 2,910 | – | 0.11% | – |
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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% |