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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,781 | -2.4% | 11,824 | +1.6% | 2.11% | +0.9% |
| Q2 2023 | $2,849 | +4.6% | 11,635 | +1.9% | 2.09% | -1.4% |
| Q1 2023 | $2,723 | -4.7% | 11,417 | -0.9% | 2.12% | -14.7% |
| Q4 2022 | $2,858 | -99.9% | 11,519 | +5.6% | 2.48% | +5.2% |
| Q3 2022 | $2,441,000 | +1.0% | 10,911 | +6.3% | 2.36% | +0.2% |
| Q2 2022 | $2,418,000 | -5.1% | 10,267 | +2.5% | 2.36% | +2.9% |
| Q1 2022 | $2,549,000 | +18.4% | 10,019 | +24.1% | 2.29% | +25.1% |
| Q4 2021 | $2,152,000 | +20.1% | 8,076 | +11.4% | 1.83% | +10.4% |
| Q3 2021 | $1,792,000 | – | 7,251 | – | 1.66% | – |
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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% |