VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 354 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is 0.18 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2024 | $242,037 | +7.6% | 1,184 | 0.0% | 0.35% | +2.3% |
Q4 2023 | $224,883 | +10.1% | 1,184 | 0.0% | 0.34% | +3.3% |
Q3 2023 | $204,258 | -7.2% | 1,184 | -2.1% | 0.33% | +0.3% |
Q2 2023 | $219,993 | +2.3% | 1,209 | 0.0% | 0.33% | -3.5% |
Q1 2023 | $214,976 | +2.8% | 1,209 | -1.6% | 0.34% | +3.6% |
Q4 2022 | $209,175 | +14.3% | 1,229 | 0.0% | 0.33% | +1.5% |
Q3 2022 | $183,000 | -7.1% | 1,229 | 0.0% | 0.32% | -3.6% |
Q2 2022 | $197,000 | -24.2% | 1,229 | -8.2% | 0.34% | -10.9% |
Q1 2022 | $260,000 | -2.6% | 1,339 | -1.5% | 0.38% | +1.9% |
Q4 2021 | $267,000 | – | 1,359 | – | 0.37% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Beacon Capital Management, Inc. | 1,316,853 | $160,129,000 | 7.92% |
Financial Planning & Information Services, Inc. | 75,455 | $9,175,000 | 3.30% |
Heritage Trust Co | 29,222 | $3,554,000 | 1.37% |
DOWLING & YAHNKE LLC | 100,077 | $12,169,000 | 1.28% |
Cranbrook Wealth Management, LLC | 20,709 | $2,518,000 | 1.09% |
Visionary Asset Management, Inc. | 26,316 | $3,200,000 | 0.93% |
Richard Bernstein Advisors LLC | 88,143 | $10,718,000 | 0.82% |
M Holdings Securities, Inc. | 19,035 | $2,315,000 | 0.79% |
Madden Advisory Services, Inc. | 9,751 | $1,185,000 | 0.78% |
Exchange Capital Management, Inc. | 15,506 | $1,886,000 | 0.64% |