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 | $545,902 | +0.4% | 2,322 | +4.5% | 0.47% | -5.3% |
| Q2 2023 | $543,990 | -3.9% | 2,222 | -6.4% | 0.49% | -9.2% |
| Q1 2023 | $566,104 | -12.7% | 2,374 | -9.2% | 0.54% | -13.5% |
| Q4 2022 | $648,403 | +2.1% | 2,614 | 0.0% | 0.63% | -18.7% |
| Q3 2022 | $635,000 | -4.2% | 2,614 | -7.1% | 0.77% | -9.7% |
| Q2 2022 | $663,000 | -16.3% | 2,814 | -9.6% | 0.86% | +37.1% |
| Q1 2022 | $792,000 | -2.7% | 3,114 | +2.0% | 0.62% | +0.3% |
| Q4 2021 | $814,000 | – | 3,054 | – | 0.62% | – |
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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% |