VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 325 filers reported holding VANGUARD WORLD FDS in Q2 2017. The put-call ratio across all filers is 0.96 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $404,388 | -4.0% | 1,720 | 0.0% | 0.04% | +2.9% |
| Q2 2023 | $421,055 | -1.6% | 1,720 | -4.1% | 0.04% | -7.9% |
| Q1 2023 | $427,763 | +101265.6% | 1,794 | +5.3% | 0.04% | 0.0% |
| Q4 2022 | $422 | -99.9% | 1,703 | +0.1% | 0.04% | +5.6% |
| Q3 2022 | $381,000 | -5.0% | 1,702 | 0.0% | 0.04% | +2.9% |
| Q2 2022 | $401,000 | -7.4% | 1,702 | 0.0% | 0.04% | +9.4% |
| Q1 2022 | $433,000 | -4.4% | 1,702 | 0.0% | 0.03% | +3.2% |
| Q4 2021 | $453,000 | +7.6% | 1,702 | +0.1% | 0.03% | -3.1% |
| Q3 2021 | $421,000 | +0.2% | 1,701 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $420,000 | +17.0% | 1,701 | +8.3% | 0.03% | +10.3% |
| Q1 2021 | $359,000 | +2.3% | 1,570 | 0.0% | 0.03% | -6.5% |
| Q4 2020 | $351,000 | +55.3% | 1,570 | +16.7% | 0.03% | +24.0% |
| Q3 2019 | $226,000 | -3.4% | 1,345 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $234,000 | -0.8% | 1,345 | -12.1% | 0.02% | +4.2% |
| Q4 2017 | $236,000 | +1.3% | 1,530 | 0.0% | 0.02% | -4.0% |
| Q3 2017 | $233,000 | +3.6% | 1,530 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $225,000 | – | 1,530 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pinnacle Advisory Group, Inc. | 605,489 | $61,215,000 | 7.24% |
| Beacon Capital Management, Inc. | 230,944 | $23,349,000 | 6.98% |
| New England Investment & Retirement Group, Inc. | 108,576 | $10,977,000 | 6.83% |
| WBH ADVISORY INC | 230,206 | $23,274,000 | 4.70% |
| Richard C. Young & CO., LTD. | 201,537 | $20,375,000 | 4.42% |
| NewFocus Financial Group, LLC | 43,270 | $4,375,000 | 3.69% |
| Main Management LLC | 134,168 | $13,564,000 | 3.23% |
| NIEMANN CAPITAL MANAGEMENT INC | 31,558 | $3,190,554,000 | 2.20% |
| IMA Wealth, Inc. | 36,230 | $3,663,000 | 1.74% |
| RAND WEALTH, LLC | 94,725 | $9,577,000 | 1.70% |