VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 293 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.22 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $795,947 | +0.1% | 7,567 | +1.1% | 0.14% | +7.5% |
| Q2 2023 | $795,432 | +10.0% | 7,482 | +0.0% | 0.13% | -2.9% |
| Q1 2023 | $723,110 | -30.4% | 7,480 | +1.4% | 0.14% | -24.2% |
| Q3 2021 | $1,039,000 | +5.7% | 7,379 | +8.0% | 0.18% | +5.2% |
| Q2 2021 | $983,000 | +8.7% | 6,832 | -1.7% | 0.17% | +0.6% |
| Q1 2021 | $904,000 | +25.6% | 6,950 | +16.0% | 0.17% | +20.3% |
| Q4 2020 | $720,000 | +12.0% | 5,992 | -5.1% | 0.14% | -2.7% |
| Q3 2020 | $643,000 | -3.3% | 6,315 | -11.7% | 0.15% | -9.8% |
| Q2 2020 | $665,000 | +17.7% | 7,153 | -3.5% | 0.16% | -6.3% |
| Q1 2020 | $565,000 | -21.6% | 7,411 | -3.4% | 0.17% | +6.7% |
| Q4 2019 | $721,000 | +8.7% | 7,674 | +0.3% | 0.16% | -2.4% |
| Q3 2019 | $663,000 | -8.2% | 7,648 | -8.2% | 0.17% | +4.4% |
| Q2 2019 | $722,000 | – | 8,333 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Beacon Capital Management, Inc. | 1,501,933 | $180,532,000 | 7.86% |
| FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 61,708 | $7,417,000 | 7.19% |
| Tatro Capital, LLC | 43,578 | $5,238,000 | 4.88% |
| Evensky & Katz LLC | 259,973 | $31,249,000 | 3.86% |
| Curran Financial Partners, LLC | 35,464 | $4,263,000 | 3.65% |
| Tranquilli Financial Advisor LLC | 32,481 | $3,904,000 | 3.54% |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 17,220 | $2,070,000 | 2.76% |
| Kinloch Capital, LLC | 27,143 | $3,263,000 | 2.76% |
| Full Sail Capital, LLC | 196,712 | $24,642,000 | 2.67% |
| Axiom Financial Strategies, LLC | 41,362 | $4,214,000 | 2.53% |