VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 81 filers reported holding VANGUARD WORLD FDS in Q1 2014. The put-call ratio across all filers is 0.76 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,389,438 | -3.1% | 32,222 | -2.1% | 0.42% | +0.2% |
Q2 2023 | $3,499,482 | +7.2% | 32,918 | -2.5% | 0.42% | +1.7% |
Q1 2023 | $3,265,098 | +14.6% | 33,776 | -2.3% | 0.41% | -0.7% |
Q3 2022 | $2,848,000 | +12.8% | 34,582 | +30.7% | 0.41% | +22.0% |
Q2 2022 | $2,524,000 | -3.7% | 26,450 | +6.7% | 0.34% | +4.7% |
Q1 2022 | $2,621,000 | -36.5% | 24,798 | -18.6% | 0.32% | -31.6% |
Q4 2021 | $4,129,000 | +19.0% | 30,462 | +23.6% | 0.47% | +0.9% |
Q3 2021 | $3,469,000 | -4.3% | 24,644 | +0.5% | 0.47% | -12.1% |
Q2 2021 | $3,625,000 | +13.0% | 24,522 | -0.6% | 0.53% | +2.3% |
Q1 2021 | $3,208,000 | +5.0% | 24,672 | -0.6% | 0.52% | -1.3% |
Q4 2020 | $3,056,000 | +30.5% | 24,811 | +7.9% | 0.53% | +11.2% |
Q3 2020 | $2,342,000 | +7.6% | 22,988 | -1.7% | 0.47% | -10.2% |
Q2 2020 | $2,176,000 | +19.6% | 23,397 | -2.0% | 0.53% | +23.4% |
Q1 2020 | $1,819,000 | -14.4% | 23,883 | +5.6% | 0.43% | -1.6% |
Q4 2019 | $2,125,000 | +6.7% | 22,624 | -1.6% | 0.43% | -2.9% |
Q3 2019 | $1,992,000 | -1.6% | 22,987 | -1.6% | 0.45% | -4.7% |
Q2 2019 | $2,025,000 | +4.1% | 23,361 | +0.3% | 0.47% | +1.3% |
Q1 2019 | $1,945,000 | +12.0% | 23,290 | -0.7% | 0.46% | +9.7% |
Q4 2018 | $1,737,000 | -19.4% | 23,458 | -5.4% | 0.42% | -19.3% |
Q3 2018 | $2,156,000 | +0.0% | 24,792 | -2.3% | 0.52% | -6.4% |
Q2 2018 | $2,155,000 | -1.1% | 25,380 | -2.6% | 0.56% | -5.7% |
Q1 2018 | $2,180,000 | -12.1% | 26,060 | -4.2% | 0.59% | -10.3% |
Q4 2017 | $2,480,000 | -3.2% | 27,210 | -2.1% | 0.66% | -7.6% |
Q3 2017 | $2,563,000 | -2.2% | 27,784 | -2.7% | 0.72% | -2.7% |
Q2 2017 | $2,621,000 | -6.1% | 28,544 | -3.0% | 0.74% | -12.1% |
Q1 2017 | $2,792,000 | -6.2% | 29,433 | -1.0% | 0.84% | -15.7% |
Q4 2016 | $2,976,000 | +5.7% | 29,721 | -0.4% | 0.99% | +3.0% |
Q3 2016 | $2,815,000 | -3.7% | 29,826 | +0.4% | 0.96% | -15.3% |
Q2 2016 | $2,922,000 | +4.3% | 29,702 | -1.7% | 1.14% | +21.2% |
Q1 2016 | $2,802,000 | +16.3% | 30,225 | +5.2% | 0.94% | +11.4% |
Q4 2015 | $2,410,000 | +4.6% | 28,728 | -1.8% | 0.84% | -12.1% |
Q3 2015 | $2,305,000 | -8.2% | 29,251 | +1.3% | 0.96% | -2.9% |
Q2 2015 | $2,511,000 | +0.3% | 28,879 | -0.3% | 0.99% | +40.6% |
Q1 2015 | $2,503,000 | -10.0% | 28,963 | -11.8% | 0.70% | -33.0% |
Q4 2014 | $2,780,000 | -89.2% | 32,820 | +1.7% | 1.05% | -88.4% |
Q3 2014 | $25,815,000 | +790.2% | 32,257 | -2.2% | 9.07% | +727.6% |
Q2 2014 | $2,900,000 | +3.6% | 32,972 | +0.3% | 1.10% | -1.5% |
Q1 2014 | $2,798,000 | -50.6% | 32,885 | -51.4% | 1.11% | -2.6% |
Q4 2013 | $5,660,000 | +109.4% | 67,660 | +102.2% | 1.14% | -5.5% |
Q3 2013 | $2,703,000 | -2.5% | 33,462 | -4.8% | 1.21% | -5.7% |
Q2 2013 | $2,773,000 | – | 35,146 | – | 1.28% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Beacon Capital Management, Inc. | 1,503,735 | $195,501,000 | 7.93% |
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 62,469 | $8,118,000 | 7.31% |
IronBridge Private Wealth, LLC | 53,179 | $6,914,000 | 4.39% |
Kinloch Capital, LLC | 41,105 | $5,344,000 | 4.10% |
Tatro Capital, LLC | 40,107 | $5,214,000 | 4.04% |
Evensky & Katz LLC | 268,382 | $34,892,000 | 3.86% |
Curran Financial Partners, LLC | 39,726 | $5,165,000 | 3.71% |
Tranquilli Financial Advisor LLC | 32,208 | $4,187,000 | 3.38% |
Centered Wealth LLC dba Miller Equity Capital Advisors | 18,020 | $2,343,000 | 2.94% |
PGIM Custom Harvest LLC | 87,947 | $11,434,000 | 2.80% |