VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 334 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.24 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,488,214 | -45.5% | 13,100 | -50.5% | 0.07% | -48.8% |
| Q3 2023 | $4,565,052 | +94.2% | 26,461 | +104.8% | 0.13% | +122.4% |
| Q2 2023 | $2,351,234 | -30.0% | 12,921 | -34.5% | 0.06% | -39.6% |
| Q4 2022 | $3,356,855 | -51.2% | 19,723 | -44.4% | 0.10% | -30.4% |
| Q1 2022 | $6,879,000 | +190.7% | 35,451 | +195.0% | 0.14% | +200.0% |
| Q4 2021 | $2,366,000 | +1214.4% | 12,017 | +1056.6% | 0.05% | +557.1% |
| Q1 2021 | $180,000 | -66.5% | 1,039 | -69.7% | 0.01% | -72.0% |
| Q4 2020 | $538,000 | +8.7% | 3,426 | -6.9% | 0.02% | -10.7% |
| Q3 2020 | $495,000 | -23.8% | 3,679 | -31.7% | 0.03% | -74.1% |
| Q2 2020 | $650,000 | – | 5,387 | – | 0.11% | – |
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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% |