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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,230,157 | -5.9% | 7,131 | -0.7% | 0.02% | -4.2% |
| Q2 2023 | $1,306,817 | +8.1% | 7,181 | +5.7% | 0.02% | -48.9% |
| Q1 2023 | $1,208,553 | +2.3% | 6,796 | -2.1% | 0.05% | -2.1% |
| Q4 2022 | $1,181,809 | -29.3% | 6,944 | -38.3% | 0.05% | -43.5% |
| Q3 2022 | $1,671,000 | -13.0% | 11,257 | -6.1% | 0.08% | -7.6% |
| Q2 2022 | $1,921,000 | -25.8% | 11,991 | -10.1% | 0.09% | -20.0% |
| Q1 2022 | $2,589,000 | -1.7% | 13,341 | -0.3% | 0.12% | +13.9% |
| Q4 2021 | $2,635,000 | – | 13,385 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TrueWealth Financial Partners | 69,762 | $12,035,347 | 9.90% |
| Beacon Capital Management, Inc. | 1,133,264 | $195,510,690 | 7.24% |
| Tranquilli Financial Advisor LLC | 30,485 | $5,259,272 | 3.80% |
| Strengthening Families & Communities, LLC | 34,886 | $6,019 | 2.60% |
| Axiom Financial Strategies, LLC | 12,155 | $2,096,936 | 1.41% |
| Vickerman Investment Advisors, Inc. | 19,969 | $3,444,983 | 1.41% |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 15,642 | $2,698,558 | 1.40% |
| Strategic Wealth Investment Group, LLC | 34,572 | $5,964,298 | 1.08% |
| Private Wealth Advisors, LLC | 11,818 | $2,038,845 | 0.86% |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 30,279 | $5,224 | 0.85% |