VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 232 filers reported holding VANGUARD WORLD FDS in Q4 2019. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $241,621 | -12.0% | 2,297 | -11.1% | 0.16% | -12.8% |
| Q2 2023 | $274,705 | -5.9% | 2,584 | -14.4% | 0.19% | 0.0% |
| Q1 2023 | $291,847 | +13.7% | 3,019 | -3.3% | 0.19% | +21.4% |
| Q4 2022 | $256,702 | -2.0% | 3,121 | -1.7% | 0.15% | +1.3% |
| Q3 2022 | $262,000 | -22.7% | 3,175 | -12.0% | 0.15% | -10.6% |
| Q2 2022 | $339,000 | -28.5% | 3,609 | -9.8% | 0.17% | -23.4% |
| Q1 2022 | $474,000 | -9.2% | 4,002 | +3.9% | 0.22% | +11.6% |
| Q4 2021 | $522,000 | +8.8% | 3,852 | +13.0% | 0.20% | -5.2% |
| Q3 2021 | $480,000 | +2.6% | 3,408 | +4.7% | 0.21% | +10.5% |
| Q2 2021 | $468,000 | +24.8% | 3,256 | +12.9% | 0.19% | +21.0% |
| Q1 2021 | $375,000 | +33.9% | 2,883 | +23.8% | 0.16% | +23.6% |
| Q4 2020 | $280,000 | +20.7% | 2,329 | +2.3% | 0.13% | +10.4% |
| Q3 2020 | $232,000 | +24.1% | 2,277 | +13.1% | 0.12% | +25.0% |
| Q2 2020 | $187,000 | +1146.7% | 2,013 | +896.5% | 0.09% | +607.7% |
| Q1 2020 | $15,000 | -25.0% | 202 | -3.8% | 0.01% | +44.4% |
| Q4 2019 | $20,000 | +42.9% | 210 | +30.4% | 0.01% | +50.0% |
| Q3 2019 | $14,000 | 0.0% | 161 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $14,000 | – | 161 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Beacon Capital Management, Inc. | 1,503,735 | $195,501,000 | 7.93% |
| FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 62,469 | $8,118,000 | 7.31% |
| IronBridge Private Wealth, LLC | 53,179 | $6,914,000 | 4.39% |
| Kinloch Capital, LLC | 41,105 | $5,344,000 | 4.10% |
| Tatro Capital, LLC | 40,107 | $5,214,000 | 4.04% |
| Evensky & Katz LLC | 268,382 | $34,892,000 | 3.86% |
| Curran Financial Partners, LLC | 39,726 | $5,165,000 | 3.71% |
| Tranquilli Financial Advisor LLC | 32,208 | $4,187,000 | 3.38% |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 18,020 | $2,343,000 | 2.94% |
| PGIM Custom Harvest LLC | 87,947 | $11,434,000 | 2.80% |