VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 271 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $228,863 | +4.0% | 2,176 | +5.1% | 0.01% | +9.1% |
| Q2 2023 | $220,096 | +9.8% | 2,070 | -0.1% | 0.01% | 0.0% |
| Q1 2023 | $200,428 | -17.9% | 2,073 | +1.8% | 0.01% | 0.0% |
| Q1 2022 | $244,000 | -17.3% | 2,037 | -6.3% | 0.01% | -21.4% |
| Q4 2021 | $295,000 | -4.5% | 2,175 | -0.9% | 0.01% | -12.5% |
| Q3 2021 | $309,000 | +13.2% | 2,195 | +15.4% | 0.02% | +14.3% |
| Q2 2021 | $273,000 | +10.5% | 1,902 | +0.3% | 0.01% | -6.7% |
| Q1 2021 | $247,000 | +9.8% | 1,897 | +1.2% | 0.02% | +7.1% |
| Q4 2020 | $225,000 | – | 1,875 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Beacon Capital Management, Inc. | 1,501,933 | $180,532,000 | 7.86% |
| FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 61,708 | $7,417,000 | 7.19% |
| Tatro Capital, LLC | 43,578 | $5,238,000 | 4.88% |
| Evensky & Katz LLC | 259,973 | $31,249,000 | 3.86% |
| Curran Financial Partners, LLC | 35,464 | $4,263,000 | 3.65% |
| Tranquilli Financial Advisor LLC | 32,481 | $3,904,000 | 3.54% |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 17,220 | $2,070,000 | 2.76% |
| Kinloch Capital, LLC | 27,143 | $3,263,000 | 2.76% |
| Full Sail Capital, LLC | 196,712 | $24,642,000 | 2.67% |
| Axiom Financial Strategies, LLC | 41,362 | $4,214,000 | 2.53% |