VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 321 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $706,984 | -30.7% | 6,721 | -30.0% | 0.01% | -28.6% |
| Q2 2023 | $1,020,257 | -45.6% | 9,597 | -50.5% | 0.01% | -50.0% |
| Q1 2023 | $1,874,431 | +16.4% | 19,390 | -1.0% | 0.01% | +16.7% |
| Q4 2022 | $1,610,948 | +1.6% | 19,586 | +1.8% | 0.01% | -7.7% |
| Q3 2022 | $1,586,000 | -11.6% | 19,249 | +0.9% | 0.01% | 0.0% |
| Q2 2022 | $1,794,000 | -21.9% | 19,074 | -0.3% | 0.01% | -13.3% |
| Q1 2022 | $2,297,000 | -2.9% | 19,133 | +9.7% | 0.02% | -6.2% |
| Q4 2021 | $2,365,000 | +726.9% | 17,444 | +757.6% | 0.02% | +700.0% |
| Q3 2021 | $286,000 | +36.8% | 2,034 | +40.1% | 0.00% | 0.0% |
| Q2 2021 | $209,000 | – | 1,452 | – | 0.00% | – |
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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% |