VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 111 filers reported holding VANGUARD WORLD FDS in Q4 2014. The put-call ratio across all filers is 2.20 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $116,000 | -2.5% | 1,330 | +19.7% | 0.03% | -6.2% |
| Q2 2015 | $119,000 | -8.5% | 1,111 | -7.6% | 0.03% | 0.0% |
| Q1 2015 | $130,000 | +0.8% | 1,202 | +0.3% | 0.03% | -8.6% |
| Q4 2014 | $129,000 | +9.3% | 1,198 | +11.6% | 0.04% | -2.8% |
| Q3 2014 | $118,000 | +168.2% | 1,073 | +172.3% | 0.04% | +125.0% |
| Q2 2014 | $44,000 | +4.8% | 394 | 0.0% | 0.02% | -11.1% |
| Q1 2014 | $42,000 | 0.0% | 394 | -2.7% | 0.02% | -25.0% |
| Q4 2013 | $42,000 | +7.7% | 405 | -0.7% | 0.02% | +4.3% |
| Q3 2013 | $39,000 | +333.3% | 408 | +308.0% | 0.02% | +360.0% |
| Q2 2013 | $9,000 | – | 100 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TrueWealth Financial Partners | 67,352 | $11,976,526 | 10.33% |
| M Financial Asset Management, Inc. | 8,126 | $1,445 | 5.12% |
| New Millennium Group LLC | 18,873 | $3,355,821 | 3.37% |
| Strengthening Families & Communities, LLC | 143,664 | $136,085 | 2.77% |
| Cavalier Investments, LLC | 28,837 | $5,127,795 | 2.10% |
| Beacon Capital Management, Inc. | 297,448 | $52,892,266 | 1.86% |
| Tranquilli Financial Advisor LLC | 10,889 | $1,936,282 | 1.45% |
| Vickerman Investment Advisors, Inc. | 20,365 | $3,621,233 | 1.43% |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 14,352 | $2,552,073 | 1.43% |
| EP Wealth Advisors, LLC | 298,048 | $67,197,913 | 1.16% |