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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $33,149 | +34.1% | 141 | +39.6% | 0.03% | +42.9% |
| Q2 2023 | $24,727 | +2.7% | 101 | 0.0% | 0.02% | -16.0% |
| Q1 2023 | $24,084 | -3.8% | 101 | 0.0% | 0.02% | +8.7% |
| Q4 2022 | $25,035 | +8.8% | 101 | 0.0% | 0.02% | +4.5% |
| Q3 2022 | $23,000 | +64.3% | 101 | +65.6% | 0.02% | +83.3% |
| Q2 2022 | $14,000 | -12.5% | 61 | 0.0% | 0.01% | +9.1% |
| Q1 2022 | $16,000 | 0.0% | 61 | 0.0% | 0.01% | +10.0% |
| Q4 2021 | $16,000 | +6.7% | 61 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $15,000 | 0.0% | 61 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $15,000 | +7.1% | 61 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $14,000 | 0.0% | 61 | 0.0% | 0.01% | -9.1% |
| Q4 2020 | $14,000 | +16.7% | 61 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $12,000 | 0.0% | 61 | 0.0% | 0.01% | -8.3% |
| Q2 2020 | $12,000 | – | 61 | – | 0.01% | – |
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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% |