Baker Avenue Asset Management, LP - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 916 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
Baker Avenue Asset Management, LP ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$26,566
-81.9%
113
-81.1%
0.00%
-85.7%
Q2 2023$146,647
-83.2%
599
-83.7%
0.01%
-85.1%
Q1 2023$875,387
+3023.0%
3,671
+3148.7%
0.05%
+2250.0%
Q4 2022$28,030
-96.6%
113
-96.9%
0.00%
-96.2%
Q3 2022$828,0003,7020.05%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Wechter Feldman Wealth Management, Inc. 106,792$24,429,00018.01%
Allied Investment Advisors, LLC 95,411$21,825,0009.35%
Beacon Capital Management, Inc. 742,169$169,771,0006.88%
Capital Advantage, Inc. 102,242$23,388,0006.37%
Morningstar Investment Management LLC 273,598$62,586,0006.28%
Essex Private Wealth Management, LLC 26,900$6,153,0005.87%
ASSET PLANNING CORPORATION 23,590$5,396,0005.61%
New England Investment & Retirement Group, Inc. 99,109$22,671,0005.48%
Adaptive Financial Consulting, LLC 34,485$7,889,0005.30%
Tatro Capital, LLC 28,902$6,611,0005.12%
View complete list of VANGUARD WORLD FDS shareholders