Evanson Asset Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 456 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.35 and the average weighting 0.2%.

Quarter-by-quarter ownership
Evanson Asset Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$505,089
-10.3%
3,9600.0%0.05%
-7.8%
Q2 2023$563,028
-3.6%
3,9600.0%0.05%
-12.1%
Q1 2023$584,215
+6.9%
3,960
+11.1%
0.06%
-1.7%
Q4 2022$546,612
+18.6%
3,564
+10.0%
0.06%
+9.3%
Q3 2022$461,000
-6.7%
3,2410.0%0.05%0.0%
Q2 2022$494,000
+8.6%
3,241
+15.3%
0.05%
+22.7%
Q1 2022$455,000
+7.6%
2,810
+3.8%
0.04%
+15.8%
Q4 2021$423,000
+12.8%
2,708
+0.3%
0.04%
-2.6%
Q3 2021$375,0000.0%2,7010.0%0.04%0.0%
Q2 2021$375,000
+10.9%
2,701
+12.4%
0.04%
-22.0%
Q1 2021$338,000
+1.8%
2,404
-0.7%
0.05%
-5.7%
Q4 2020$332,000
+6.4%
2,420
+0.2%
0.05%
-5.4%
Q3 2020$312,000
+3.0%
2,416
-1.5%
0.06%
-6.7%
Q2 2020$303,000
-3.2%
2,453
-4.3%
0.06%
-20.0%
Q1 2020$313,000
+16.4%
2,563
+35.9%
0.08%
+41.5%
Q4 2019$269,000
+33.8%
1,886
+9.6%
0.05%
+23.3%
Q3 2017$201,000
-41.9%
1,721
-44.0%
0.04%
-49.4%
Q1 2017$346,000
+10.2%
3,073
+4.8%
0.08%
-2.3%
Q4 2016$314,000
+44.7%
2,932
+30.7%
0.09%
+11.5%
Q1 2015$217,000
-20.8%
2,243
-20.9%
0.08%
-26.4%
Q2 2014$274,000
+25.7%
2,836
+17.6%
0.11%
+10.4%
Q1 2014$218,000
-5.2%
2,411
-12.8%
0.10%
-5.9%
Q4 2013$230,0002,7650.10%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2022
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