VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 293 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.22 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. | 1,919,271 | $201,888,101 | 7.48% |
| PGIM Custom Harvest LLC | 1,401,694 | $147,444,208 | 5.44% |
| STAPP WEALTH MANAGEMENT, PLLC | 20,480 | $2,154,291 | 4.15% |
| Tranquilli Financial Advisor LLC | 50,691 | $5,332,186 | 3.85% |
| CPR Investments Inc. | 30,903 | $3,250,687 | 3.49% |
| Crown Wealth Group, LLC | 39,805 | $4,187,035 | 3.15% |
| ARMSTRONG ADVISORY GROUP, INC | 246,936 | $25,975,236 | 2.84% |
| ALTFEST L J & CO INC | 163,214 | $17,168 | 2.71% |
| Sharper & Granite LLC | 41,605 | $4,376,475 | 2.54% |
| Axiom Financial Strategies, LLC | 33,097 | $3,481,469 | 2.34% |