LPL Financial LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 466 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.46 and the average weighting 0.2%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$76,389,616
-9.7%
598,946
+0.6%
0.05%
-11.7%
Q2 2023$84,608,377
-6.1%
595,121
-2.5%
0.06%
-14.3%
Q1 2023$90,057,973
-1.6%
610,480
+2.3%
0.07%
-10.3%
Q4 2022$91,540,365
+20.2%
596,899
+11.5%
0.08%
+6.8%
Q3 2022$76,134,000
-0.7%
535,177
+6.4%
0.07%0.0%
Q2 2022$76,659,000
+0.6%
503,176
+6.8%
0.07%
+12.3%
Q1 2022$76,209,000
+9.1%
470,976
+5.5%
0.06%
+10.2%
Q4 2021$69,845,000
+13.3%
446,577
+0.8%
0.06%
+1.7%
Q3 2021$61,621,000
+18.7%
442,868
+18.3%
0.06%
+9.4%
Q2 2021$51,926,000
-0.7%
374,212
+0.5%
0.05%
-11.7%
Q1 2021$52,316,000
-16.1%
372,333
-18.0%
0.06%
-25.9%
Q4 2020$62,322,000
+10.9%
454,179
+4.4%
0.08%
-8.0%
Q3 2020$56,186,000
+6.0%
435,211
+1.5%
0.09%
-4.3%
Q2 2020$53,013,000
+0.9%
428,667
-0.5%
0.09%
-18.6%
Q1 2020$52,527,000
-19.4%
430,793
-5.6%
0.11%
-5.0%
Q4 2019$65,191,000
-0.4%
456,235
+0.2%
0.12%
-10.5%
Q3 2019$65,420,000
+28.0%
455,415
+18.4%
0.13%
+22.0%
Q2 2019$51,128,000
+10.6%
384,623
+7.9%
0.11%
+3.8%
Q1 2019$46,208,000
+40.5%
356,541
+27.8%
0.10%
+20.7%
Q4 2018$32,879,000
+18.6%
279,040
+18.6%
0.09%
+31.8%
Q3 2018$27,728,000
+6.5%
235,246
+4.8%
0.07%
-2.9%
Q2 2018$26,038,000
+10.5%
224,539
+6.6%
0.07%
+4.6%
Q1 2018$23,554,000
+2.7%
210,659
+7.0%
0.06%
-7.1%
Q4 2017$22,944,000
-6.1%
196,795
-6.0%
0.07%
-18.6%
Q3 2017$24,442,000
-2.7%
209,303
-4.8%
0.09%
-9.5%
Q2 2017$25,131,000
+2.7%
219,942
+1.2%
0.10%
-43.1%
Q1 2017$24,470,000
+21.5%
217,395
+15.1%
0.17%
+9.2%
Q4 2016$20,135,000
-1.3%
188,899
-4.3%
0.15%
-21.1%
Q3 2016$20,408,000
-29.2%
197,466
-20.9%
0.19%
-20.2%
Q2 2016$28,832,000
-38.9%
249,797
-44.2%
0.24%
+85.5%
Q1 2016$47,194,000
+75.5%
447,339
+56.9%
0.13%
+74.7%
Q4 2015$26,884,000
+113.5%
285,176
+114.4%
0.08%
+8.7%
Q3 2015$12,594,000
+0.8%
133,033
-2.3%
0.07%
+9.5%
Q2 2015$12,496,000
-15.5%
136,106
-10.8%
0.06%
-17.1%
Q1 2015$14,788,000
-11.5%
152,660
-6.5%
0.08%
-16.5%
Q4 2014$16,715,000
+13.5%
163,314
+1.7%
0.09%
+3.4%
Q3 2014$14,721,000
-0.2%
160,532
+5.2%
0.09%
+2.3%
Q2 2014$14,757,000
+13.6%
152,608
+6.3%
0.09%
+7.5%
Q1 2014$12,994,000
+29.5%
143,552
+19.1%
0.08%
+27.0%
Q4 2013$10,034,000
+14.3%
120,494
+13.5%
0.06%
+8.6%
Q3 2013$8,779,000
+4.3%
106,179
+3.7%
0.06%
-3.3%
Q2 2013$8,418,000102,4210.06%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Hound Partners 370,665$47,274,61410.48%
Unconventional Investor, LLC 83,071$10,594,8599.28%
Beacon Capital Management, Inc. 1,125,922$143,600,0925.32%
Gunma Bank,Ltd. 49,000$6,2494.55%
Allied Investment Advisors, LLC 104,318$13,304,7183.98%
FIRST NATIONAL CORP /MA/ /ADV 100,981$12,879,1363.46%
FFG RETIREMENT ADVISORS LLC 27,210$3,470,3632.88%
Solitude Financial Services 36,491$4,654,0622.63%
Tranquilli Financial Advisor LLC 25,378$3,236,7102.34%
DHK Financial Advisors, Inc. 18,220$2,345,8682.09%
View complete list of VANGUARD WORLD FDS shareholders