VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 429 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 0.50 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $259,065 | -9.6% | 2,031 | +0.7% | 0.02% | -5.3% |
| Q2 2023 | $286,551 | -3.6% | 2,016 | 0.0% | 0.02% | -9.5% |
| Q1 2023 | $297,334 | -3.1% | 2,016 | +0.8% | 0.02% | -12.5% |
| Q4 2022 | $306,720 | +7.6% | 2,000 | 0.0% | 0.02% | -4.0% |
| Q3 2022 | $285,000 | -6.6% | 2,000 | 0.0% | 0.02% | -3.8% |
| Q2 2022 | $305,000 | -7.0% | 2,000 | 0.0% | 0.03% | +8.3% |
| Q1 2022 | $328,000 | +4.8% | 2,000 | 0.0% | 0.02% | +14.3% |
| Q4 2021 | $313,000 | +12.6% | 2,000 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $278,000 | 0.0% | 2,000 | 0.0% | 0.02% | -4.5% |
| Q2 2021 | $278,000 | -1.1% | 2,000 | 0.0% | 0.02% | -12.0% |
| Q1 2021 | $281,000 | +2.6% | 2,000 | 0.0% | 0.02% | -7.4% |
| Q4 2020 | $274,000 | +6.2% | 2,000 | 0.0% | 0.03% | -20.6% |
| Q3 2020 | $258,000 | +4.5% | 2,000 | 0.0% | 0.03% | -2.9% |
| Q2 2020 | $247,000 | +1.2% | 2,000 | 0.0% | 0.04% | -16.7% |
| Q1 2020 | $244,000 | – | 2,000 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Beacon Capital Management, Inc. | 666,667 | $82,447,000 | 4.21% |
| Newport Wealth Strategies, Inc. | 36,935 | $4,568,000 | 4.17% |
| STABLEFORD CAPITAL II LLC | 39,286 | $4,858,000 | 3.64% |
| Stonebridge Financial Planning Group, LLC | 26,398 | $3,345,000 | 2.85% |
| TAP Consulting, LLC | 45,754 | $5,658,000 | 2.78% |
| Briaud Financial Planning, Inc | 27,995 | $3,462,000 | 2.64% |
| Freedom Investment Management, Inc. | 175,166 | $21,663,000 | 2.36% |
| Hamilton Wealth, LLC | 63,558 | $7,860,000 | 2.34% |
| Castle Rock Wealth Management, LLC | 29,800 | $3,953,000 | 2.32% |
| Tatro Capital, LLC | 12,984 | $1,606,000 | 2.30% |