VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 464 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.52 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $531,772 | +3.7% | 3,595 | 0.0% | 0.28% | +4.9% |
| Q1 2024 | $512,575 | +4.0% | 3,595 | 0.0% | 0.27% | -5.0% |
| Q4 2023 | $492,767 | -51.6% | 3,595 | -55.0% | 0.28% | -58.1% |
| Q3 2023 | $1,019,045 | -49.0% | 7,990 | -43.2% | 0.67% | -67.5% |
| Q2 2023 | $1,999,195 | -3.6% | 14,062 | 0.0% | 2.06% | -27.9% |
| Q1 2023 | $2,074,426 | -3.8% | 14,062 | 0.0% | 2.85% | -6.8% |
| Q4 2022 | $2,156,548 | +7.8% | 14,062 | 0.0% | 3.06% | -2.0% |
| Q3 2022 | $2,000,000 | -38.1% | 14,062 | -33.7% | 3.13% | -21.9% |
| Q2 2022 | $3,233,000 | -40.2% | 21,221 | -36.4% | 4.00% | +0.7% |
| Q1 2022 | $5,402,000 | +7.1% | 33,383 | +3.5% | 3.98% | +16.3% |
| Q4 2021 | $5,044,000 | +9.7% | 32,252 | -2.4% | 3.42% | +12.5% |
| Q3 2021 | $4,599,000 | +9.2% | 33,051 | +8.9% | 3.04% | +9.0% |
| Q2 2021 | $4,210,000 | +11.1% | 30,341 | +12.5% | 2.78% | +2.9% |
| Q1 2021 | $3,790,000 | +34.6% | 26,975 | +31.5% | 2.71% | +15.4% |
| Q4 2020 | $2,816,000 | +68.5% | 20,519 | +58.5% | 2.34% | +73.1% |
| Q3 2020 | $1,671,000 | -29.5% | 12,942 | -32.5% | 1.36% | -30.4% |
| Q2 2020 | $2,370,000 | +39.7% | 19,167 | +37.7% | 1.95% | -2.4% |
| Q1 2020 | $1,696,000 | – | 13,915 | – | 1.99% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Beacon Capital Management, Inc. | 666,667 | $82,447,000 | 4.21% |
| Newport Wealth Strategies, Inc. | 36,935 | $4,568,000 | 4.17% |
| STABLEFORD CAPITAL II LLC | 39,286 | $4,858,000 | 3.64% |
| Stonebridge Financial Planning Group, LLC | 26,398 | $3,345,000 | 2.85% |
| TAP Consulting, LLC | 45,754 | $5,658,000 | 2.78% |
| Briaud Financial Planning, Inc | 27,995 | $3,462,000 | 2.64% |
| Freedom Investment Management, Inc. | 175,166 | $21,663,000 | 2.36% |
| Hamilton Wealth, LLC | 63,558 | $7,860,000 | 2.34% |
| Castle Rock Wealth Management, LLC | 29,800 | $3,953,000 | 2.32% |
| Tatro Capital, LLC | 12,984 | $1,606,000 | 2.30% |