VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 380 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.88 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $179,845 | +24.2% | 1,215 | +19.7% | 0.01% | +14.3% |
| Q1 2024 | $144,836 | +4.0% | 1,015 | 0.0% | 0.01% | -12.5% |
| Q4 2023 | $139,228 | +8.2% | 1,015 | +0.7% | 0.01% | -11.1% |
| Q3 2023 | $128,637 | +37.4% | 1,008 | +53.2% | 0.01% | +50.0% |
| Q2 2023 | $93,630 | -3.6% | 658 | 0.0% | 0.01% | -14.3% |
| Q1 2023 | $97,153 | -39.8% | 658 | -37.4% | 0.01% | -41.7% |
| Q4 2022 | $161,257 | +37.8% | 1,051 | +26.8% | 0.01% | +20.0% |
| Q3 2022 | $117,000 | +7.3% | 829 | +15.3% | 0.01% | -9.1% |
| Q2 2022 | $109,000 | +3.8% | 719 | +10.1% | 0.01% | +22.2% |
| Q1 2022 | $105,000 | +303.8% | 653 | +279.7% | 0.01% | +350.0% |
| Q4 2021 | $26,000 | +13.0% | 172 | +1.2% | 0.00% | 0.0% |
| Q3 2021 | $23,000 | +228.6% | 170 | +193.1% | 0.00% | +100.0% |
| Q4 2020 | $7,000 | +600.0% | 58 | +625.0% | 0.00% | – |
| Q4 2019 | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – |
| Q3 2019 | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – |
| Q2 2019 | $1,000 | – | 8 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Unconventional Investor, LLC | 78,051 | $11,969,926 | 12.14% |
| BCM ADVISORS, LLC | 199,403 | $30,219,525 | 8.35% |
| Robbie L. Kennerson P.A., Inc. | 40,505 | $6,211,901 | 6.30% |
| BOS Asset Management, LLC | 42,020 | $6,444,187 | 5.75% |
| FIRST NATIONAL CORP /MA/ /ADV | 128,491 | $19,705,313 | 4.87% |
| Kalos Management, Inc. | 13,228 | $2,028,646 | 4.57% |
| DHK Financial Advisors, Inc. | 17,939 | $2,751,195 | 3.82% |
| Polianta Ltd | 30,400 | $4,662 | 3.47% |
| Shira Ridge Wealth Management | 30,034 | $4,606,035 | 3.17% |
| Private Wealth Group, LLC | 14,062 | $2,156,548 | 3.06% |