VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 934 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $13,228,978 | -0.8% | 49,733 | +0.8% | 0.07% | -26.0% |
| Q1 2024 | $13,340,423 | +0.3% | 49,314 | -7.0% | 0.10% | -23.2% |
| Q4 2023 | $13,297,379 | +1.0% | 53,041 | -5.3% | 0.12% | -8.1% |
| Q3 2023 | $13,166,775 | -28.0% | 56,005 | -25.0% | 0.14% | -24.0% |
| Q2 2023 | $18,287,320 | -30.3% | 74,697 | -32.1% | 0.18% | -38.1% |
| Q1 2023 | $26,227,262 | -5.0% | 109,986 | -1.2% | 0.29% | -11.6% |
| Q4 2022 | $27,618,383 | -8.8% | 111,342 | -17.7% | 0.33% | -9.2% |
| Q3 2022 | $30,276,453 | -2.6% | 135,344 | +2.6% | 0.36% | +4.0% |
| Q2 2022 | $31,069,751 | -15.3% | 131,931 | -8.5% | 0.35% | -2.3% |
| Q1 2022 | $36,683,631 | – | 144,208 | – | 0.35% | – |
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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% |