CAPTRUST FINANCIAL ADVISORS - VANGUARD WORLD FDS ownership

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
CAPTRUST FINANCIAL ADVISORS ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,112,771
-30.4%
6,450
-26.6%
0.00%
-33.3%
Q2 2023$1,598,713
+67.8%
8,786
+63.9%
0.01%
+50.0%
Q1 2023$952,944
-61.4%
5,359
-63.1%
0.00%
-66.7%
Q4 2022$2,469,698
+133.4%
14,511
+103.5%
0.01%
+100.0%
Q3 2022$1,058,000
+20.0%
7,131
+29.5%
0.01%0.0%
Q2 2022$882,000
-16.2%
5,507
+1.5%
0.01%
-14.3%
Q1 2022$1,053,000
+14.6%
5,426
+16.2%
0.01%
+16.7%
Q4 2021$919,000
+341.8%
4,668
+289.6%
0.01%
+200.0%
Q3 2021$208,000
-4.1%
1,1980.0%0.00%0.0%
Q2 2021$217,000
+29.9%
1,198
+24.1%
0.00%0.0%
Q1 2021$167,000
+12.8%
965
+2.2%
0.00%0.0%
Q4 2020$148,000
+35.8%
944
+15.3%
0.00%0.0%
Q3 2020$109,000
+10.1%
8190.0%0.00%0.0%
Q2 2020$99,000
-23.8%
819
-42.3%
0.00%
-33.3%
Q1 2020$130,000
-35.6%
1,419
-6.6%
0.00%0.0%
Q4 2019$202,000
+676.9%
1,519
+644.6%
0.00%
+200.0%
Q3 2019$26,0000.0%2040.0%0.00%0.0%
Q2 2019$26,000
+4.0%
2040.0%0.00%0.0%
Q1 2019$25,000
-3.8%
204
-14.6%
0.00%0.0%
Q4 2018$26,000
-3.7%
239
+14.9%
0.00%0.0%
Q3 2018$27,000
-3.6%
2080.0%0.00%
-50.0%
Q2 2018$28,000
+7.7%
2080.0%0.00%0.0%
Q1 2018$26,000
-10.3%
208
-2.8%
0.00%0.0%
Q4 2017$29,000
-49.1%
214
-50.0%
0.00%0.0%
Q3 2017$57,000
+119.2%
428
+100.0%
0.00%
-33.3%
Q2 2017$26,000
+2500.0%
214
+1683.3%
0.00%
Q1 2016$1,000120.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2023
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 6,590$1,034,0008.46%
Beacon Capital Management, Inc. 1,108,030$173,927,0007.57%
Polianta Ltd 78,600$12,337,0006.82%
CAPITAL WEALTH MANAGEMENT, LLC 38,552$6,052,0005.22%
Berkeley Capital Partners, LLC 62,264$9,774,0005.02%
Tranquilli Financial Advisor LLC 24,685$3,875,0003.52%
MARVIN & PALMER ASSOCIATES INC 51,427$7,881,0003.14%
Financial Planning & Information Services, Inc. 51,943$8,154,0002.74%
Tatro Capital, LLC 17,131$2,689,0002.51%
Centered Wealth LLC dba Miller Equity Capital Advisors 7,610$1,195,0001.60%
View complete list of VANGUARD WORLD FDS shareholders