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 | $223,568 | -0.5% | 951 | +3.6% | 0.05% | +2.0% |
| Q2 2023 | $224,684 | -5.8% | 918 | -8.3% | 0.05% | -10.7% |
| Q1 2023 | $238,639 | -3.5% | 1,001 | 0.0% | 0.06% | -34.9% |
| Q4 2022 | $247,173 | +19.4% | 1,001 | +8.2% | 0.09% | +6.2% |
| Q3 2022 | $207,000 | -15.5% | 925 | -7.5% | 0.08% | -2.4% |
| Q2 2022 | $245,000 | -3.9% | 1,000 | -0.4% | 0.08% | +9.2% |
| Q1 2022 | $255,000 | -11.1% | 1,004 | -6.8% | 0.08% | -10.6% |
| Q4 2021 | $287,000 | +5.5% | 1,077 | +3.4% | 0.08% | +4.9% |
| Q3 2021 | $272,000 | – | 1,042 | – | 0.08% | – |
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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% |