VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 876 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $8,823 | -99.8% | 37,000 | +80.5% | 4.04% | +7.3% |
| Q3 2022 | $4,585,000 | +15.9% | 20,500 | +22.0% | 3.76% | +11.2% |
| Q2 2022 | $3,956,000 | -15.9% | 16,800 | -9.2% | 3.38% | +9.7% |
| Q1 2022 | $4,706,000 | -36.9% | 18,500 | -56.9% | 3.08% | -4.3% |
| Q2 2019 | $7,462,000 | +2.3% | 42,900 | +1.4% | 3.22% | +17.8% |
| Q1 2019 | $7,295,000 | +15.9% | 42,300 | +7.9% | 2.73% | -12.7% |
| Q4 2018 | $6,295,000 | -4.9% | 39,200 | +6.8% | 3.13% | -5.8% |
| Q3 2018 | $6,621,000 | +11.7% | 36,700 | -4.9% | 3.32% | +82.4% |
| Q1 2018 | $5,926,000 | – | 38,600 | – | 1.82% | – |
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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% |