VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 210 filers reported holding VANGUARD WORLD FDS in Q1 2019. The put-call ratio across all filers is 1.73 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $645,064 | -5.3% | 3,739 | -0.1% | 0.06% | -3.0% |
Q2 2023 | $681,290 | +17.3% | 3,743 | +14.7% | 0.07% | +9.8% |
Q1 2023 | $580,577 | +2.8% | 3,264 | -1.7% | 0.06% | -3.2% |
Q4 2022 | $564,988 | +16.3% | 3,319 | +1.4% | 0.06% | -10.0% |
Q3 2022 | $486,000 | -7.1% | 3,274 | +0.2% | 0.07% | 0.0% |
Q2 2022 | $523,000 | -15.6% | 3,266 | +2.2% | 0.07% | -5.4% |
Q1 2022 | $620,000 | +11.1% | 3,195 | +12.7% | 0.07% | +1.4% |
Q4 2021 | $558,000 | +22.1% | 2,836 | +7.6% | 0.07% | +5.8% |
Q3 2021 | $457,000 | -5.6% | 2,635 | -1.6% | 0.07% | -14.8% |
Q2 2021 | $484,000 | +12.6% | 2,677 | +7.8% | 0.08% | -17.3% |
Q1 2021 | $430,000 | +16.8% | 2,483 | +6.0% | 0.10% | +1.0% |
Q4 2020 | $368,000 | +20.7% | 2,342 | +3.4% | 0.10% | +2.1% |
Q3 2020 | $305,000 | +18.7% | 2,264 | +6.3% | 0.10% | +4.4% |
Q2 2020 | $257,000 | +23.6% | 2,130 | -1.3% | 0.09% | +2.2% |
Q1 2020 | $208,000 | -13.7% | 2,158 | +20.0% | 0.09% | +7.2% |
Q4 2019 | $241,000 | +6.6% | 1,799 | +0.9% | 0.08% | +2.5% |
Q3 2019 | $226,000 | 0.0% | 1,783 | +1.1% | 0.08% | -45.6% |
Q2 2019 | $226,000 | +9.2% | 1,763 | +4.9% | 0.15% | +4.9% |
Q1 2019 | $207,000 | – | 1,680 | – | 0.14% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TrueWealth Financial Partners | 67,352 | $11,976,526 | 10.33% |
M Financial Asset Management, Inc. | 8,126 | $1,445 | 5.12% |
New Millennium Group LLC | 18,873 | $3,355,821 | 3.37% |
Strengthening Families & Communities, LLC | 143,664 | $136,085 | 2.77% |
Cavalier Investments, LLC | 28,837 | $5,127,795 | 2.10% |
Beacon Capital Management, Inc. | 297,448 | $52,892,266 | 1.86% |
Tranquilli Financial Advisor LLC | 10,889 | $1,936,282 | 1.45% |
Vickerman Investment Advisors, Inc. | 20,365 | $3,621,233 | 1.43% |
Centered Wealth LLC dba Miller Equity Capital Advisors | 14,352 | $2,552,073 | 1.43% |
EP Wealth Advisors, LLC | 298,048 | $67,197,913 | 1.16% |