Costello Asset Management, INC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 893 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.4%.

Quarter-by-quarter ownership
Costello Asset Management, INC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$33,149
+34.1%
141
+39.6%
0.03%
+42.9%
Q2 2023$24,727
+2.7%
1010.0%0.02%
-16.0%
Q1 2023$24,084
-3.8%
1010.0%0.02%
+8.7%
Q4 2022$25,035
+8.8%
1010.0%0.02%
+4.5%
Q3 2022$23,000
+64.3%
101
+65.6%
0.02%
+83.3%
Q2 2022$14,000
-12.5%
610.0%0.01%
+9.1%
Q1 2022$16,0000.0%610.0%0.01%
+10.0%
Q4 2021$16,000
+6.7%
610.0%0.01%0.0%
Q3 2021$15,0000.0%610.0%0.01%0.0%
Q2 2021$15,000
+7.1%
610.0%0.01%0.0%
Q1 2021$14,0000.0%610.0%0.01%
-9.1%
Q4 2020$14,000
+16.7%
610.0%0.01%0.0%
Q3 2020$12,0000.0%610.0%0.01%
-8.3%
Q2 2020$12,000610.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Pinnacle Advisory Group, Inc. 605,489$61,215,0007.24%
Beacon Capital Management, Inc. 230,944$23,349,0006.98%
New England Investment & Retirement Group, Inc. 108,576$10,977,0006.83%
WBH ADVISORY INC 230,206$23,274,0004.70%
Richard C. Young & CO., LTD. 201,537$20,375,0004.42%
NewFocus Financial Group, LLC 43,270$4,375,0003.69%
Main Management LLC 134,168$13,564,0003.23%
NIEMANN CAPITAL MANAGEMENT INC 31,558$3,190,554,0002.20%
IMA Wealth, Inc. 36,230$3,663,0001.74%
RAND WEALTH, LLC 94,725$9,577,0001.70%
View complete list of VANGUARD WORLD FDS shareholders