VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 220 filers reported holding VANGUARD WORLD FDS in Q1 2020. The put-call ratio across all filers is 0.61 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,221,380 | +11.8% | 22,979 | -4.9% | 0.42% | +8.2% |
| Q4 2022 | $1,987,571 | -31.9% | 24,165 | -31.8% | 0.39% | -38.2% |
| Q3 2022 | $2,918,000 | -56.4% | 35,430 | -50.3% | 0.63% | -8.4% |
| Q2 2022 | $6,698,000 | +52.9% | 71,228 | +95.2% | 0.69% | -10.5% |
| Q1 2022 | $4,381,000 | -16.4% | 36,493 | -5.6% | 0.77% | -8.9% |
| Q4 2021 | $5,242,000 | -6.3% | 38,672 | -2.7% | 0.84% | -21.4% |
| Q3 2021 | $5,594,000 | -3.0% | 39,736 | -0.9% | 1.08% | -3.2% |
| Q2 2021 | $5,767,000 | +11.3% | 40,101 | +0.6% | 1.11% | +6.3% |
| Q1 2021 | $5,182,000 | +7.9% | 39,856 | -0.3% | 1.04% | 0.0% |
| Q4 2020 | $4,803,000 | +16.2% | 39,956 | -1.5% | 1.04% | +1.5% |
| Q3 2020 | $4,134,000 | +58.8% | 40,578 | +45.0% | 1.03% | +58.3% |
| Q2 2020 | $2,603,000 | +47.6% | 27,976 | +20.9% | 0.65% | +21.7% |
| Q1 2020 | $1,763,000 | +18.5% | 23,145 | +46.1% | 0.53% | +56.6% |
| Q4 2019 | $1,488,000 | +8.3% | 15,843 | 0.0% | 0.34% | +0.9% |
| Q3 2019 | $1,374,000 | +1.3% | 15,843 | +1.3% | 0.34% | +4.0% |
| Q2 2019 | $1,356,000 | – | 15,643 | – | 0.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Beacon Capital Management, Inc. | 1,919,271 | $201,888,101 | 7.48% |
| PGIM Custom Harvest LLC | 1,401,694 | $147,444,208 | 5.44% |
| STAPP WEALTH MANAGEMENT, PLLC | 20,480 | $2,154,291 | 4.15% |
| Tranquilli Financial Advisor LLC | 50,691 | $5,332,186 | 3.85% |
| CPR Investments Inc. | 30,903 | $3,250,687 | 3.49% |
| Crown Wealth Group, LLC | 39,805 | $4,187,035 | 3.15% |
| ARMSTRONG ADVISORY GROUP, INC | 246,936 | $25,975,236 | 2.84% |
| ALTFEST L J & CO INC | 163,214 | $17,168 | 2.71% |
| Sharper & Granite LLC | 41,605 | $4,376,475 | 2.54% |
| Axiom Financial Strategies, LLC | 33,097 | $3,481,469 | 2.34% |