VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 144 filers reported holding VANGUARD WORLD FDS in Q3 2016. The put-call ratio across all filers is 1.75 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $502,756 | +8.8% | 4,780 | +10.0% | 0.01% | +16.7% |
Q2 2023 | $461,946 | -64.9% | 4,345 | -68.1% | 0.01% | -66.7% |
Q1 2023 | $1,315,275 | +15.9% | 13,606 | -1.4% | 0.04% | +2.9% |
Q4 2022 | $1,134,750 | +261.4% | 13,796 | +261.7% | 0.04% | +218.2% |
Q3 2022 | $314,000 | -39.8% | 3,814 | -31.3% | 0.01% | -38.9% |
Q2 2022 | $522,000 | +13.7% | 5,555 | +45.3% | 0.02% | +28.6% |
Q1 2022 | $459,000 | -8.9% | 3,823 | +2.8% | 0.01% | 0.0% |
Q4 2021 | $504,000 | +3.3% | 3,720 | +7.4% | 0.01% | -12.5% |
Q3 2021 | $488,000 | -79.4% | 3,463 | -79.0% | 0.02% | -78.7% |
Q2 2021 | $2,369,000 | +8.5% | 16,471 | -1.9% | 0.08% | -7.4% |
Q1 2021 | $2,183,000 | +3.8% | 16,790 | -4.1% | 0.08% | -3.6% |
Q4 2020 | $2,104,000 | +13.0% | 17,506 | -4.2% | 0.08% | -4.5% |
Q3 2020 | $1,862,000 | +14.4% | 18,283 | +4.5% | 0.09% | -1.1% |
Q2 2020 | $1,628,000 | +275.1% | 17,497 | +207.5% | 0.09% | +217.9% |
Q1 2020 | $434,000 | -15.2% | 5,691 | +4.5% | 0.03% | +3.7% |
Q4 2019 | $512,000 | +114.2% | 5,448 | +97.9% | 0.03% | +80.0% |
Q3 2019 | $239,000 | 0.0% | 2,753 | 0.0% | 0.02% | 0.0% |
Q2 2019 | $239,000 | +25.8% | 2,753 | +21.1% | 0.02% | +15.4% |
Q1 2019 | $190,000 | +691.7% | 2,274 | +610.6% | 0.01% | +550.0% |
Q4 2018 | $24,000 | +300.0% | 320 | +357.1% | 0.00% | – |
Q3 2018 | $6,000 | 0.0% | 70 | 0.0% | 0.00% | – |
Q2 2018 | $6,000 | -33.3% | 70 | -33.3% | 0.00% | -100.0% |
Q1 2018 | $9,000 | -10.0% | 105 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $10,000 | 0.0% | 105 | +1.0% | 0.00% | 0.0% |
Q3 2017 | $10,000 | +25.0% | 104 | +22.4% | 0.00% | 0.0% |
Q2 2017 | $8,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $8,000 | -42.9% | 85 | -43.7% | 0.00% | -66.7% |
Q3 2016 | $14,000 | -6.7% | 151 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $15,000 | +66.7% | 151 | +49.5% | 0.00% | +50.0% |
Q1 2016 | $9,000 | +50.0% | 101 | +44.3% | 0.00% | 0.0% |
Q4 2015 | $6,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% |
Q3 2015 | $6,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% |
Q2 2015 | $6,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% |
Q1 2015 | $6,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% |
Q4 2014 | $6,000 | -45.5% | 70 | -46.2% | 0.00% | -66.7% |
Q4 2013 | $11,000 | – | 130 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Beacon Capital Management, Inc. | 1,919,271 | $201,888,101 | 7.48% |
PGIM Custom Harvest LLC | 1,401,694 | $147,444,208 | 5.44% |
STAPP WEALTH MANAGEMENT, PLLC | 20,480 | $2,154,291 | 4.15% |
Tranquilli Financial Advisor LLC | 50,691 | $5,332,186 | 3.85% |
CPR Investments Inc. | 30,903 | $3,250,687 | 3.49% |
Crown Wealth Group, LLC | 39,805 | $4,187,035 | 3.15% |
ARMSTRONG ADVISORY GROUP, INC | 246,936 | $25,975,236 | 2.84% |
ALTFEST L J & CO INC | 163,214 | $17,168 | 2.71% |
Sharper & Granite LLC | 41,605 | $4,376,475 | 2.54% |
Axiom Financial Strategies, LLC | 33,097 | $3,481,469 | 2.34% |