VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 302 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 1.46 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $696,510 | -5.2% | 4,037 | 0.0% | 0.02% | -5.0% |
Q2 2023 | $734,663 | +3.0% | 4,037 | +0.6% | 0.02% | -13.0% |
Q1 2023 | $713,285 | +4.5% | 4,011 | 0.0% | 0.02% | -8.0% |
Q4 2022 | $682,719 | +14.0% | 4,011 | -0.6% | 0.02% | +8.7% |
Q3 2022 | $599,000 | -7.4% | 4,037 | -0.0% | 0.02% | -4.2% |
Q2 2022 | $647,000 | -16.0% | 4,039 | +1.8% | 0.02% | -4.0% |
Q1 2022 | $770,000 | -0.6% | 3,966 | +0.7% | 0.02% | +4.2% |
Q4 2021 | $775,000 | +15.7% | 3,938 | +1.8% | 0.02% | +4.3% |
Q3 2021 | $670,000 | -1.3% | 3,870 | +3.0% | 0.02% | 0.0% |
Q2 2021 | $679,000 | +17.1% | 3,756 | +11.9% | 0.02% | -8.0% |
Q1 2021 | $580,000 | -38.3% | 3,356 | -44.0% | 0.02% | +13.6% |
Q4 2020 | $940,000 | +132.1% | 5,988 | +99.2% | 0.02% | 0.0% |
Q3 2020 | $405,000 | -46.0% | 3,006 | -51.7% | 0.02% | 0.0% |
Q2 2020 | $750,000 | +38.4% | 6,218 | +10.3% | 0.02% | +4.8% |
Q1 2020 | $542,000 | +42.3% | 5,638 | +98.7% | 0.02% | -8.7% |
Q4 2019 | $381,000 | +6.1% | 2,837 | 0.0% | 0.02% | -8.0% |
Q3 2019 | $359,000 | – | 2,837 | – | 0.02% | – |
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% |