VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 220 filers reported holding VANGUARD WORLD FDS in Q1 2020. The put-call ratio across all filers is 0.61 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $303,557 | +7.3% | 2,886 | +8.5% | 0.02% | +13.3% |
Q2 2023 | $282,778 | -6.8% | 2,660 | -15.2% | 0.02% | -11.8% |
Q1 2023 | $303,344 | -41.1% | 3,138 | -49.9% | 0.02% | -45.2% |
Q4 2022 | $515,452 | -2.2% | 6,267 | -2.0% | 0.03% | -6.1% |
Q3 2022 | $527,000 | -65.7% | 6,397 | -60.8% | 0.03% | -64.1% |
Q2 2022 | $1,536,000 | -9.8% | 16,337 | +15.2% | 0.09% | +5.7% |
Q1 2022 | $1,703,000 | -9.6% | 14,187 | +2.1% | 0.09% | -3.3% |
Q4 2021 | $1,884,000 | +27.4% | 13,896 | +32.3% | 0.09% | +15.4% |
Q3 2021 | $1,479,000 | +28.7% | 10,506 | +31.5% | 0.08% | +27.9% |
Q2 2021 | $1,149,000 | +42.6% | 7,987 | +28.8% | 0.06% | +32.6% |
Q1 2021 | $806,000 | +128.3% | 6,200 | +111.2% | 0.05% | +119.0% |
Q4 2020 | $353,000 | +20.5% | 2,935 | +1.9% | 0.02% | +5.0% |
Q3 2020 | $293,000 | +23.1% | 2,880 | +12.6% | 0.02% | +11.1% |
Q2 2020 | $238,000 | +36.0% | 2,557 | +11.6% | 0.02% | +12.5% |
Q1 2020 | $175,000 | -1.1% | 2,292 | +21.8% | 0.02% | +23.1% |
Q4 2019 | $177,000 | +6.6% | 1,882 | -1.7% | 0.01% | 0.0% |
Q3 2019 | $166,000 | +1.8% | 1,915 | +1.8% | 0.01% | 0.0% |
Q2 2019 | $163,000 | -33.2% | 1,882 | -35.4% | 0.01% | -38.1% |
Q1 2019 | $244,000 | -31.7% | 2,915 | -39.5% | 0.02% | -38.2% |
Q4 2018 | $357,000 | -9.6% | 4,815 | +5.9% | 0.03% | +6.2% |
Q3 2018 | $395,000 | +6.5% | 4,545 | +4.2% | 0.03% | 0.0% |
Q2 2018 | $371,000 | 0.0% | 4,360 | -1.5% | 0.03% | -3.0% |
Q1 2018 | $371,000 | -5.8% | 4,425 | +2.4% | 0.03% | -8.3% |
Q4 2017 | $394,000 | +44.9% | 4,322 | +46.7% | 0.04% | +38.5% |
Q3 2017 | $272,000 | +1.5% | 2,947 | +1.1% | 0.03% | 0.0% |
Q2 2017 | $268,000 | -2.9% | 2,915 | +0.2% | 0.03% | -3.7% |
Q1 2017 | $276,000 | -3.5% | 2,909 | +1.7% | 0.03% | -10.0% |
Q4 2016 | $286,000 | +2.9% | 2,859 | -2.8% | 0.03% | 0.0% |
Q3 2016 | $278,000 | -7.9% | 2,942 | -4.3% | 0.03% | -11.8% |
Q2 2016 | $302,000 | +26.9% | 3,074 | +19.8% | 0.03% | +25.9% |
Q1 2016 | $238,000 | +15.0% | 2,565 | +4.1% | 0.03% | +12.5% |
Q4 2015 | $207,000 | +6.7% | 2,463 | 0.0% | 0.02% | 0.0% |
Q3 2015 | $194,000 | -17.4% | 2,463 | -8.7% | 0.02% | -11.1% |
Q2 2015 | $235,000 | -0.4% | 2,698 | -1.3% | 0.03% | 0.0% |
Q1 2015 | $236,000 | -0.8% | 2,734 | -2.5% | 0.03% | -6.9% |
Q4 2014 | $238,000 | -8.5% | 2,804 | -5.8% | 0.03% | -9.4% |
Q3 2014 | $260,000 | -0.8% | 2,978 | 0.0% | 0.03% | -3.0% |
Q2 2014 | $262,000 | +26.0% | 2,978 | +21.7% | 0.03% | +3.1% |
Q1 2014 | $208,000 | +2.5% | 2,447 | +0.7% | 0.03% | +10.3% |
Q4 2013 | $203,000 | +2.5% | 2,431 | -0.6% | 0.03% | 0.0% |
Q3 2013 | $198,000 | -12.8% | 2,446 | -15.1% | 0.03% | -19.4% |
Q2 2013 | $227,000 | – | 2,881 | – | 0.04% | – |
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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% |