VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 331 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,303,325 | -6.4% | 7,555 | -1.3% | 0.38% | -7.3% |
Q2 2023 | $1,392,321 | +4.7% | 7,651 | +2.3% | 0.41% | -1.0% |
Q1 2023 | $1,329,805 | +7.8% | 7,478 | +3.2% | 0.42% | -0.5% |
Q4 2022 | $1,233,366 | +16.9% | 7,247 | +2.0% | 0.42% | +6.4% |
Q3 2022 | $1,055,000 | -1.2% | 7,105 | +6.6% | 0.39% | +7.4% |
Q2 2022 | $1,068,000 | -11.4% | 6,665 | +7.3% | 0.36% | +1.7% |
Q1 2022 | $1,206,000 | +1.3% | 6,213 | +2.7% | 0.36% | +10.1% |
Q4 2021 | $1,191,000 | +111.2% | 6,050 | +85.9% | 0.33% | +143.3% |
Q3 2021 | $564,000 | +51.6% | 3,255 | +58.2% | 0.13% | +55.8% |
Q2 2021 | $372,000 | +39.8% | 2,057 | +33.8% | 0.09% | +32.3% |
Q1 2021 | $266,000 | – | 1,537 | – | 0.06% | – |
Download |
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% |