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 | $424,826 | -4.0% | 1,807 | 0.0% | 0.22% | +1.4% |
| Q2 2023 | $442,390 | +1.0% | 1,807 | -1.6% | 0.21% | +22.3% |
| Q1 2023 | $437,813 | -3.0% | 1,836 | +0.9% | 0.18% | -2.8% |
| Q4 2022 | $451,451 | +8.8% | 1,820 | -1.8% | 0.18% | +1.7% |
| Q3 2022 | $415,000 | -5.0% | 1,854 | 0.0% | 0.18% | +0.6% |
| Q2 2022 | $437,000 | -14.0% | 1,854 | -7.1% | 0.18% | +5.4% |
| Q1 2022 | $508,000 | -16.0% | 1,996 | -12.1% | 0.17% | -8.7% |
| Q4 2021 | $605,000 | +24.5% | 2,270 | +15.3% | 0.18% | +15.1% |
| Q3 2021 | $486,000 | 0.0% | 1,968 | 0.0% | 0.16% | -11.7% |
| Q2 2021 | $486,000 | +34.3% | 1,968 | +24.5% | 0.18% | +22.4% |
| Q1 2021 | $362,000 | +27.5% | 1,581 | +24.4% | 0.15% | +19.5% |
| Q4 2020 | $284,000 | – | 1,271 | – | 0.12% | – |
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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% |
| 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% |