VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 434 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 0.50 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,638,201 | +11.5% | 11,075 | +7.5% | 0.14% | +6.2% |
Q1 2024 | $1,468,610 | +3.6% | 10,300 | -0.4% | 0.13% | -3.7% |
Q4 2023 | $1,417,102 | -28.1% | 10,339 | -33.1% | 0.13% | -36.5% |
Q3 2023 | $1,972,054 | -4.8% | 15,462 | +6.1% | 0.21% | -7.9% |
Q2 2023 | $2,071,819 | -5.7% | 14,573 | -2.1% | 0.23% | -9.8% |
Q1 2023 | $2,196,811 | +1.5% | 14,892 | +5.5% | 0.25% | -4.9% |
Q4 2022 | $2,164,922 | +4.1% | 14,117 | -3.5% | 0.27% | -21.2% |
Q3 2022 | $2,080,000 | -10.8% | 14,624 | -4.4% | 0.34% | -5.8% |
Q2 2022 | $2,331,000 | +1.3% | 15,298 | +7.6% | 0.36% | +13.9% |
Q1 2022 | $2,301,000 | +18.7% | 14,223 | +14.8% | 0.32% | +12.1% |
Q4 2021 | $1,938,000 | +18.3% | 12,391 | +5.3% | 0.28% | +3.7% |
Q3 2021 | $1,638,000 | +13.9% | 11,771 | +13.6% | 0.27% | +8.8% |
Q2 2021 | $1,438,000 | +7.7% | 10,362 | +9.1% | 0.25% | +2.9% |
Q1 2021 | $1,335,000 | +29.9% | 9,499 | +26.8% | 0.24% | +16.3% |
Q4 2020 | $1,028,000 | +12.5% | 7,491 | +5.8% | 0.21% | +2.0% |
Q3 2020 | $914,000 | +32.7% | 7,080 | +27.2% | 0.20% | +18.5% |
Q2 2020 | $689,000 | +87.2% | 5,567 | +84.6% | 0.17% | +53.1% |
Q1 2020 | $368,000 | -38.8% | 3,016 | -28.3% | 0.11% | -31.5% |
Q4 2019 | $601,000 | +4.7% | 4,205 | +5.2% | 0.16% | +0.6% |
Q3 2019 | $574,000 | +1.4% | 3,998 | -6.2% | 0.16% | -9.9% |
Q2 2019 | $566,000 | +3.7% | 4,261 | +1.2% | 0.18% | +2.2% |
Q1 2019 | $546,000 | +21.9% | 4,209 | +10.7% | 0.18% | +9.2% |
Q4 2018 | $448,000 | -28.4% | 3,803 | -28.4% | 0.16% | -21.3% |
Q3 2018 | $626,000 | +13.6% | 5,314 | +11.9% | 0.21% | +8.4% |
Q2 2018 | $551,000 | +22.4% | 4,749 | +18.0% | 0.19% | +30.8% |
Q1 2018 | $450,000 | +38.0% | 4,023 | +44.0% | 0.15% | +28.1% |
Q4 2017 | $326,000 | +10.5% | 2,793 | +10.7% | 0.11% | +3.6% |
Q3 2017 | $295,000 | +39.8% | 2,523 | +36.6% | 0.11% | +37.5% |
Q2 2017 | $211,000 | – | 1,847 | – | 0.08% | – |
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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% |