VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 282 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.28 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,163 | +3.0% | 12,537 | +8.6% | 0.01% | +14.3% |
| Q2 2023 | $2,100 | -11.2% | 11,541 | -13.2% | 0.01% | -30.0% |
| Q1 2023 | $2,365 | -27.4% | 13,298 | -30.5% | 0.01% | -23.1% |
| Q4 2022 | $3,256 | -99.8% | 19,129 | +87.7% | 0.01% | +116.7% |
| Q3 2022 | $1,513,000 | -43.9% | 10,192 | -38.3% | 0.01% | -50.0% |
| Q2 2022 | $2,698,000 | -26.7% | 16,506 | -13.0% | 0.01% | -25.0% |
| Q1 2022 | $3,681,000 | +60.1% | 18,970 | +62.5% | 0.02% | +77.8% |
| Q4 2021 | $2,299,000 | -16.3% | 11,676 | -26.4% | 0.01% | -25.0% |
| Q3 2021 | $2,748,000 | -5.4% | 15,863 | -1.3% | 0.01% | -7.7% |
| Q2 2021 | $2,906,000 | +37.2% | 16,074 | +31.3% | 0.01% | +30.0% |
| Q1 2021 | $2,118,000 | +56.4% | 12,245 | +42.0% | 0.01% | +42.9% |
| Q4 2020 | $1,354,000 | -35.8% | 8,623 | -56.3% | 0.01% | -81.1% |
| Q3 2016 | $2,108,000 | – | 19,712 | – | 0.04% | – |
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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% |