VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 294 filers reported holding VANGUARD WORLD FDS in Q3 2019. The put-call ratio across all filers is 0.45 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $210,824 | -10.3% | 1,653 | 0.0% | 0.04% | -9.1% |
| Q2 2023 | $235,007 | -3.6% | 1,653 | 0.0% | 0.04% | -8.3% |
| Q1 2023 | $243,851 | -3.8% | 1,653 | 0.0% | 0.05% | -12.7% |
| Q4 2022 | $253,504 | +7.9% | 1,653 | 0.0% | 0.06% | -1.8% |
| Q3 2022 | $235,000 | -3.7% | 1,653 | +3.1% | 0.06% | -1.8% |
| Q2 2022 | $244,000 | -5.8% | 1,603 | 0.0% | 0.06% | +9.6% |
| Q1 2022 | $259,000 | -4.8% | 1,603 | -7.7% | 0.05% | -1.9% |
| Q4 2021 | $272,000 | -8.4% | 1,736 | -18.7% | 0.05% | -7.0% |
| Q3 2021 | $297,000 | +0.3% | 2,136 | 0.0% | 0.06% | -3.4% |
| Q2 2021 | $296,000 | +33.9% | 2,136 | +32.9% | 0.06% | -22.4% |
| Q4 2020 | $221,000 | +6.8% | 1,607 | 0.0% | 0.08% | -9.5% |
| Q3 2020 | $207,000 | -10.4% | 1,607 | 0.0% | 0.08% | -24.3% |
| Q3 2019 | $231,000 | +7.9% | 1,607 | 0.0% | 0.11% | +6.7% |
| Q2 2019 | $214,000 | +2.9% | 1,607 | 0.0% | 0.10% | -1.9% |
| Q1 2019 | $208,000 | – | 1,607 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Beacon Capital Management, Inc. | 1,346,387 | $174,492,000 | 7.94% |
| USA FINANCIAL FORMULAS | 43,276 | $5,609,000 | 3.53% |
| Berkeley Capital Partners, LLC | 54,084 | $7,009,000 | 3.47% |
| Invst, LLC | 53,576 | $6,897,000 | 3.46% |
| FIRST NATIONAL CORP /MA/ /ADV | 49,044 | $6,356,000 | 2.64% |
| Hamilton Wealth, LLC | 22,078 | $2,861,000 | 2.27% |
| ORSER CAPITAL MANAGEMENT, LLC | 15,895 | $2,060,000 | 2.27% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 113,979 | $14,771,000 | 2.17% |
| FIFTH THIRD SECURITIES, INC. | 11,745 | $1,522,000 | 1.72% |
| American Investment Services, Inc. | 39,377 | $5,103,000 | 1.62% |