Boltwood Capital Management - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 182 filers reported holding VANGUARD WORLD FDS in Q4 2018. The put-call ratio across all filers is 0.30 and the average weighting 0.2%.

Quarter-by-quarter ownership
Boltwood Capital Management ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2023$295,017
+10.8%
2,506
-1.0%
0.10%
-1.0%
Q3 2023$266,236
-10.1%
2,531
-9.2%
0.10%
-7.5%
Q2 2023$296,180
+10.2%
2,786
+0.2%
0.11%
+7.0%
Q1 2023$268,839
+8.4%
2,781
-7.8%
0.10%
-1.0%
Q4 2022$248,066
-0.4%
3,016
-0.3%
0.10%
-11.4%
Q3 2022$249,000
-17.8%
3,026
-6.1%
0.11%
-13.0%
Q2 2022$303,000
-33.0%
3,221
-14.5%
0.13%
-25.1%
Q1 2022$452,000
-24.2%
3,768
-14.4%
0.18%
-20.5%
Q4 2021$596,000
+20.9%
4,400
+25.7%
0.22%
+10.6%
Q3 2021$493,000
-2.2%
3,5010.0%0.20%
-4.8%
Q2 2021$504,000
+7.0%
3,501
-3.4%
0.21%0.0%
Q1 2021$471,000
+5.1%
3,626
-2.7%
0.21%
-4.1%
Q4 2020$448,000
+3.9%
3,726
-11.8%
0.22%
-9.5%
Q3 2020$431,000
-3.6%
4,226
-12.0%
0.24%
-10.7%
Q2 2020$447,000
+23.5%
4,801
+1.1%
0.27%
+5.5%
Q1 2020$362,000
-81.1%
4,751
-76.7%
0.26%
-76.2%
Q4 2019$1,919,000
+147.6%
20,433
+128.7%
1.08%
+120.7%
Q3 2019$775,000
-1.4%
8,936
-1.4%
0.49%
-2.6%
Q2 2019$786,000
+3.8%
9,0620.0%0.50%
+1.6%
Q1 2019$757,000
-63.2%
9,062
-67.4%
0.49%
-65.0%
Q4 2018$2,058,000
+691.5%
27,786
+792.0%
1.41%
+691.0%
Q1 2018$260,000
-8.1%
3,1150.0%0.18%
+2.9%
Q4 2017$283,000
+3.7%
3,115
+5.1%
0.17%
-2.3%
Q3 2017$273,000
+5.8%
2,965
+5.3%
0.18%
+1.1%
Q2 2017$258,000
+17.8%
2,815
+21.6%
0.18%
+14.4%
Q1 2017$219,000
+9.0%
2,315
+14.9%
0.15%
-0.6%
Q4 2016$201,0002,0150.15%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2018
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,503,735$195,501,0007.93%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 62,469$8,118,0007.31%
IronBridge Private Wealth, LLC 53,179$6,914,0004.39%
Kinloch Capital, LLC 41,105$5,344,0004.10%
Tatro Capital, LLC 40,107$5,214,0004.04%
Evensky & Katz LLC 268,382$34,892,0003.86%
Curran Financial Partners, LLC 39,726$5,165,0003.71%
Tranquilli Financial Advisor LLC 32,208$4,187,0003.38%
Centered Wealth LLC dba Miller Equity Capital Advisors 18,020$2,343,0002.94%
PGIM Custom Harvest LLC 87,947$11,434,0002.80%
View complete list of VANGUARD WORLD FDS shareholders