VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 78 filers reported holding VANGUARD WORLD FDS in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $211,000 | -32.8% | 2,445 | -35.0% | 0.13% | -21.4% |
| Q1 2019 | $314,000 | +12.9% | 3,761 | 0.0% | 0.17% | 0.0% |
| Q4 2018 | $278,000 | +115.5% | 3,761 | +174.9% | 0.17% | +102.4% |
| Q1 2017 | $129,000 | +330.0% | 1,368 | +255.3% | 0.08% | +315.0% |
| Q3 2015 | $30,000 | -14.3% | 385 | -6.1% | 0.02% | -4.8% |
| Q2 2015 | $35,000 | 0.0% | 410 | 0.0% | 0.02% | +5.0% |
| Q4 2014 | $35,000 | -7.9% | 410 | -5.1% | 0.02% | 0.0% |
| Q3 2014 | $38,000 | 0.0% | 432 | 0.0% | 0.02% | +5.3% |
| Q2 2014 | $38,000 | +81.0% | 432 | +78.5% | 0.02% | +72.7% |
| Q1 2014 | $21,000 | +31.2% | 242 | +24.1% | 0.01% | -8.3% |
| Q4 2013 | $16,000 | 0.0% | 195 | 0.0% | 0.01% | -14.3% |
| Q3 2013 | $16,000 | -15.8% | 195 | -20.4% | 0.01% | -12.5% |
| Q2 2013 | $19,000 | – | 245 | – | 0.02% | – |
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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% |