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 | $985,869 | -4.7% | 5,715 | +0.5% | 0.05% | -3.8% |
| Q2 2023 | $1,034,843 | +2.3% | 5,687 | 0.0% | 0.05% | -8.8% |
| Q1 2023 | $1,011,243 | +4.9% | 5,687 | +0.4% | 0.06% | -1.7% |
| Q4 2022 | $964,082 | +15.7% | 5,664 | +0.9% | 0.06% | +18.4% |
| Q3 2022 | $833,000 | -7.2% | 5,611 | +0.1% | 0.05% | -5.8% |
| Q2 2022 | $898,000 | -16.4% | 5,603 | +1.3% | 0.05% | +4.0% |
| Q1 2022 | $1,074,000 | -1.1% | 5,533 | +0.3% | 0.05% | -2.0% |
| Q4 2021 | $1,086,000 | +68.4% | 5,515 | +48.0% | 0.05% | +54.5% |
| Q3 2021 | $645,000 | – | 3,726 | – | 0.03% | – |
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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% |