VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 762 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $214,241 | +2.4% | 911 | +6.5% | 0.13% | +4.8% |
| Q2 2023 | $209,269 | +3.4% | 855 | +0.7% | 0.13% | -2.3% |
| Q1 2023 | $202,425 | -20.6% | 849 | -17.4% | 0.13% | -25.9% |
| Q4 2022 | $255,100 | +7.2% | 1,028 | -3.5% | 0.17% | -6.5% |
| Q3 2022 | $238,000 | +0.8% | 1,065 | +6.2% | 0.19% | +9.4% |
| Q2 2022 | $236,000 | -24.8% | 1,003 | -18.7% | 0.17% | -14.6% |
| Q1 2022 | $314,000 | +6.1% | 1,233 | +11.1% | 0.20% | +9.3% |
| Q4 2021 | $296,000 | +8.0% | 1,110 | +6.2% | 0.18% | +1.7% |
| Q3 2021 | $274,000 | – | 1,045 | – | 0.18% | – |
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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% |