VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 321 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $458,128 | +4.8% | 4,355 | +6.0% | 0.02% | +4.5% |
| Q2 2023 | $436,953 | +32.2% | 4,110 | +20.2% | 0.02% | +22.2% |
| Q1 2023 | $330,540 | +28.3% | 3,419 | +9.2% | 0.02% | +20.0% |
| Q4 2022 | $257,538 | +20.9% | 3,131 | +38.4% | 0.02% | +7.1% |
| Q2 2022 | $213,000 | -26.0% | 2,263 | -5.6% | 0.01% | -6.7% |
| Q1 2022 | $288,000 | -1.4% | 2,397 | +11.2% | 0.02% | 0.0% |
| Q4 2021 | $292,000 | +3.2% | 2,155 | +7.1% | 0.02% | -6.2% |
| Q3 2021 | $283,000 | +2.2% | 2,013 | +4.4% | 0.02% | 0.0% |
| Q2 2021 | $277,000 | +11.7% | 1,929 | +1.0% | 0.02% | +6.7% |
| Q1 2021 | $248,000 | +5.5% | 1,909 | -2.8% | 0.02% | -6.2% |
| Q4 2020 | $235,000 | +8.8% | 1,963 | -7.4% | 0.02% | -5.9% |
| Q3 2020 | $216,000 | – | 2,121 | – | 0.02% | – |
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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% |