VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 8 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $704,917 | +4.3% | 4,086 | +10.0% | 0.07% | +6.3% |
Q2 2023 | $675,837 | -39.8% | 3,714 | -41.2% | 0.06% | -41.7% |
Q1 2023 | $1,122,400 | +8.5% | 6,312 | +3.8% | 0.11% | +2.9% |
Q4 2022 | $1,034,646 | +18.1% | 6,079 | +3.0% | 0.10% | +8.2% |
Q3 2022 | $876,000 | -6.5% | 5,904 | +22.3% | 0.10% | +9.0% |
Q1 2022 | $937,000 | – | 4,827 | – | 0.09% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
M Financial Asset Management, Inc. | 5,928 | $783,000 | 10.55% |
Beacon Capital Management, Inc. | 1,426,656 | $187,691,000 | 7.95% |
CAPITAL WEALTH MANAGEMENT, LLC | 45,634 | $6,004,000 | 5.47% |
Financial Planning & Information Services, Inc. | 75,981 | $9,996,000 | 3.73% |
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 24,857 | $3,270,000 | 2.39% |
Harel Insurance Investments & Financial Services Ltd. | 317,950 | $41,989,000 | 2.22% |
Richard Bernstein Advisors LLC | 502,565 | $66,121,000 | 2.12% |
FIFTH THIRD SECURITIES, INC. | 9,857 | $1,303,000 | 2.02% |
Heritage Trust Co | 27,249 | $3,584,000 | 1.35% |
DOWLING & YAHNKE LLC | 98,179 | $12,916,000 | 1.20% |