VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 161 filers reported holding VANGUARD WORLD FDS in Q3 2018. The put-call ratio across all filers is 2.04 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $632,463 | +6.6% | 6,013 | +7.8% | 0.00% | 0.0% |
Q2 2023 | $593,189 | +32.7% | 5,580 | +20.7% | 0.00% | 0.0% |
Q1 2023 | $446,888 | +4.2% | 4,623 | -11.4% | 0.00% | 0.0% |
Q4 2022 | $428,904 | +26.9% | 5,215 | +27.2% | 0.00% | 0.0% |
Q3 2022 | $338,000 | -18.0% | 4,099 | -6.4% | 0.00% | 0.0% |
Q2 2022 | $412,000 | -8.6% | 4,380 | +16.5% | 0.00% | 0.0% |
Q1 2022 | $451,000 | +6.4% | 3,759 | +20.2% | 0.00% | 0.0% |
Q4 2021 | $424,000 | +5.5% | 3,126 | +9.5% | 0.00% | 0.0% |
Q3 2021 | $402,000 | -37.5% | 2,854 | -36.2% | 0.00% | 0.0% |
Q2 2021 | $643,000 | +34.2% | 4,471 | +21.3% | 0.00% | 0.0% |
Q1 2021 | $479,000 | +7.9% | 3,687 | -0.2% | 0.00% | 0.0% |
Q4 2020 | $444,000 | +18.1% | 3,695 | +0.0% | 0.00% | 0.0% |
Q3 2020 | $376,000 | +7.1% | 3,694 | -2.1% | 0.00% | 0.0% |
Q2 2020 | $351,000 | +48.7% | 3,774 | +21.7% | 0.00% | 0.0% |
Q1 2020 | $236,000 | -45.7% | 3,100 | -33.0% | 0.00% | 0.0% |
Q4 2019 | $435,000 | +6.4% | 4,628 | -1.9% | 0.00% | 0.0% |
Q3 2019 | $409,000 | +1.0% | 4,720 | +1.1% | 0.00% | 0.0% |
Q2 2019 | $405,000 | +6.3% | 4,670 | +2.3% | 0.00% | 0.0% |
Q1 2019 | $381,000 | +19.1% | 4,565 | +5.6% | 0.00% | 0.0% |
Q4 2018 | $320,000 | -19.8% | 4,322 | -5.8% | 0.00% | 0.0% |
Q3 2018 | $399,000 | +12.1% | 4,586 | +9.5% | 0.00% | 0.0% |
Q2 2018 | $356,000 | -8.2% | 4,189 | -9.8% | 0.00% | -50.0% |
Q1 2018 | $388,000 | -10.4% | 4,643 | -2.3% | 0.00% | 0.0% |
Q4 2017 | $433,000 | -40.1% | 4,751 | -39.4% | 0.00% | -33.3% |
Q3 2017 | $723,000 | -5.5% | 7,839 | -5.9% | 0.00% | -25.0% |
Q2 2017 | $765,000 | +7.6% | 8,334 | +11.3% | 0.00% | 0.0% |
Q1 2017 | $711,000 | +57.6% | 7,491 | +66.3% | 0.00% | +33.3% |
Q4 2016 | $451,000 | +10.5% | 4,504 | +4.1% | 0.00% | 0.0% |
Q3 2016 | $408,000 | +39.2% | 4,325 | +45.2% | 0.00% | +50.0% |
Q2 2016 | $293,000 | +30.2% | 2,979 | +22.7% | 0.00% | 0.0% |
Q1 2016 | $225,000 | +4.7% | 2,427 | -5.4% | 0.00% | 0.0% |
Q4 2015 | $215,000 | +1.9% | 2,565 | -4.0% | 0.00% | 0.0% |
Q3 2015 | $211,000 | -0.9% | 2,673 | +8.4% | 0.00% | 0.0% |
Q1 2015 | $213,000 | +136.7% | 2,466 | +131.5% | 0.00% | +100.0% |
Q4 2014 | $90,000 | -1.1% | 1,065 | +1.8% | 0.00% | 0.0% |
Q3 2014 | $91,000 | -21.6% | 1,046 | -20.4% | 0.00% | -50.0% |
Q2 2014 | $116,000 | +16.0% | 1,314 | +11.4% | 0.00% | 0.0% |
Q1 2014 | $100,000 | +61.3% | 1,180 | +58.8% | 0.00% | +100.0% |
Q4 2013 | $62,000 | +6.9% | 743 | +3.9% | 0.00% | 0.0% |
Q3 2013 | $58,000 | +3.6% | 715 | 0.0% | 0.00% | 0.0% |
Q2 2013 | $56,000 | – | 715 | – | 0.00% | – |
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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% |