Tortoise Investment Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 369 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.73 and the average weighting 0.2%.

Quarter-by-quarter ownership
Tortoise Investment Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$140,294
-10.3%
1,1000.0%0.02%
-8.7%
Q2 2023$156,387
-3.6%
1,1000.0%0.02%
-11.5%
Q1 2023$162,272
-3.8%
1,1000.0%0.03%
-13.3%
Q4 2022$168,696
+8.1%
1,1000.0%0.03%0.0%
Q3 2022$156,000
-7.1%
1,1000.0%0.03%
-9.1%
Q2 2022$168,000
-5.6%
1,1000.0%0.03%0.0%
Q1 2022$178,000
+14.1%
1,100
+10.0%
0.03%
+13.8%
Q4 2021$156,000
+12.2%
1,0000.0%0.03%
+3.6%
Q3 2021$139,0000.0%1,0000.0%0.03%
-3.4%
Q2 2021$139,000
-1.4%
1,0000.0%0.03%
-6.5%
Q1 2021$141,000
+2.9%
1,0000.0%0.03%0.0%
Q4 2020$137,000
+6.2%
1,0000.0%0.03%0.0%
Q3 2020$129,000
+4.0%
1,0000.0%0.03%
-3.1%
Q2 2020$124,000
+1.6%
1,0000.0%0.03%
-8.6%
Q1 2020$122,000
-14.7%
1,0000.0%0.04%
+2.9%
Q4 2019$143,000
-0.7%
1,0000.0%0.03%
-8.1%
Q3 2019$144,000
+8.3%
1,0000.0%0.04%
+8.8%
Q2 2019$133,000
+2.3%
1,0000.0%0.03%0.0%
Q1 2019$130,000
+10.2%
1,0000.0%0.03%
+6.2%
Q4 2018$118,0000.0%1,0000.0%0.03%
+3.2%
Q3 2018$118,000
+1.7%
1,0000.0%0.03%
-3.1%
Q2 2018$116,000
+3.6%
1,0000.0%0.03%
+3.2%
Q1 2018$112,000
-4.3%
1,0000.0%0.03%
-8.8%
Q4 2017$117,0000.0%1,0000.0%0.03%
-5.6%
Q3 2017$117,000
+2.6%
1,0000.0%0.04%
-2.7%
Q2 2017$114,000
+0.9%
1,0000.0%0.04%0.0%
Q1 2017$113,000
+5.6%
1,0000.0%0.04%0.0%
Q4 2016$107,0000.0%1,0000.0%0.04%
+2.8%
Q3 2016$107,000
-7.0%
1,0000.0%0.04%
-10.0%
Q2 2016$115,000
+6.5%
1,0000.0%0.04%
+2.6%
Q1 2016$108,000
+14.9%
1,0000.0%0.04%
+14.7%
Q4 2015$94,000
+1.1%
1,0000.0%0.03%
-2.9%
Q3 2015$93,000
+3.3%
1,0000.0%0.04%
+2.9%
Q2 2015$90,000
-7.2%
1,0000.0%0.03%
-8.1%
Q1 2015$97,000
-4.9%
1,0000.0%0.04%
-9.8%
Q4 2014$102,000
+12.1%
1,0000.0%0.04%
+7.9%
Q3 2014$91,000
-6.2%
1,0000.0%0.04%
-5.0%
Q2 2014$97,000
+6.6%
1,0000.0%0.04%
-4.8%
Q1 2014$91,000
-45.2%
1,000
-50.0%
0.04%
-8.7%
Q4 2013$166,000
+102.4%
2,000
+100.0%
0.05%
-8.0%
Q3 2013$82,0000.0%1,0000.0%0.05%
-7.4%
Q2 2013$82,000
-3.5%
1,0000.0%0.05%
-11.5%
Q1 2013$85,000
+13.3%
1,0000.0%0.06%
+3.4%
Q4 2012$75,0001,0000.06%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2021
NameSharesValueWeighting ↓
D'Orazio & Associates, Inc. 178,975$17,191,0008.71%
American Investment Services, Inc. 45,577$4,240,0002.36%
DOWLING & YAHNKE LLC 111,686$10,389,0001.42%
FACTORY MUTUAL INSURANCE CO 809,400$75,290,0001.03%
FUKOKU MUTUAL LIFE INSURANCE Co 55,000$5,116,0000.96%
WBH ADVISORY INC 24,626$2,290,0000.95%
ARGI Investment Services, LLC 86,420$8,039,0000.91%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 17,430$1,621,0000.88%
CYPRESS CAPITAL MANAGEMENT LLC 24,575$2,286,0000.72%
Northstar Group, Inc. 6,950$648,0000.53%
View complete list of VANGUARD WORLD FDS shareholders