VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 8 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $282,760 | -21.6% | 1,639 | -17.3% | 0.03% | -18.8% |
| Q2 2023 | $360,665 | +0.8% | 1,982 | -1.5% | 0.03% | -8.6% |
| Q1 2023 | $357,952 | +4.5% | 2,013 | 0.0% | 0.04% | -2.8% |
| Q4 2022 | $342,613 | +35.4% | 2,013 | +18.1% | 0.04% | +50.0% |
| Q3 2022 | $253,000 | -17.0% | 1,705 | -4.2% | 0.02% | -7.7% |
| Q2 2022 | $305,000 | – | 1,780 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| M Financial Asset Management, Inc. | 5,928 | $783,000 | 10.55% |
| Beacon Capital Management, Inc. | 1,426,656 | $187,691,000 | 7.95% |
| CAPITAL WEALTH MANAGEMENT, LLC | 45,634 | $6,004,000 | 5.47% |
| Financial Planning & Information Services, Inc. | 75,981 | $9,996,000 | 3.73% |
| VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 24,857 | $3,270,000 | 2.39% |
| Harel Insurance Investments & Financial Services Ltd. | 317,950 | $41,989,000 | 2.22% |
| Richard Bernstein Advisors LLC | 502,565 | $66,121,000 | 2.12% |
| FIFTH THIRD SECURITIES, INC. | 9,857 | $1,303,000 | 2.02% |
| Heritage Trust Co | 27,249 | $3,584,000 | 1.35% |
| DOWLING & YAHNKE LLC | 98,179 | $12,916,000 | 1.20% |