VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 22 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,204,182 | -31.1% | 5,122 | -28.3% | 0.40% | +16.4% |
| Q2 2023 | $1,747,770 | +0.2% | 7,139 | -2.4% | 0.34% | -3.9% |
| Q1 2023 | $1,745,050 | -16.6% | 7,318 | -13.2% | 0.36% | -20.7% |
| Q4 2022 | $2,091,676 | +3.8% | 8,432 | -6.4% | 0.45% | -4.7% |
| Q3 2022 | $2,015,000 | -18.7% | 9,008 | -14.4% | 0.47% | -6.7% |
| Q2 2022 | $2,477,000 | -23.6% | 10,519 | -17.4% | 0.50% | -6.7% |
| Q1 2022 | $3,241,000 | -3.4% | 12,742 | +1.2% | 0.54% | +0.9% |
| Q4 2021 | $3,355,000 | +4.9% | 12,592 | -2.7% | 0.54% | -34.6% |
| Q3 2021 | $3,198,000 | -1.4% | 12,937 | -1.5% | 0.82% | -2.0% |
| Q2 2021 | $3,245,000 | +50.5% | 13,132 | +39.3% | 0.84% | +13.6% |
| Q1 2021 | $2,156,000 | +25.5% | 9,427 | +22.8% | 0.74% | +103.6% |
| Q4 2020 | $1,718,000 | +365.6% | 7,677 | +324.1% | 0.36% | +120.7% |
| Q3 2020 | $369,000 | +43.0% | 1,810 | +34.4% | 0.16% | +0.6% |
| Q4 2019 | $258,000 | – | 1,347 | – | 0.16% | – |
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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% |