VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 175 filers reported holding VANGUARD WORLD FDS in Q4 2017. The put-call ratio across all filers is 1.62 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $106,000 | -11.7% | 783 | -7.9% | 0.09% | -15.0% |
| Q3 2021 | $120,000 | -18.4% | 850 | -16.7% | 0.11% | -13.0% |
| Q2 2021 | $147,000 | +7.3% | 1,021 | -3.4% | 0.12% | +10.8% |
| Q1 2021 | $137,000 | -21.7% | 1,057 | -27.3% | 0.11% | -19.6% |
| Q4 2020 | $175,000 | -32.2% | 1,454 | -47.0% | 0.14% | +29.0% |
| Q4 2019 | $258,000 | -13.1% | 2,742 | -19.9% | 0.11% | -7.0% |
| Q3 2019 | $297,000 | -20.2% | 3,422 | -23.2% | 0.12% | -38.5% |
| Q2 2019 | $372,000 | +7.8% | 4,453 | +7.8% | 0.19% | -13.8% |
| Q1 2019 | $345,000 | -6.8% | 4,131 | -2.8% | 0.22% | +135.9% |
| Q4 2018 | $370,000 | +81.4% | 4,250 | +89.5% | 0.09% | +87.8% |
| Q4 2017 | $204,000 | -94.7% | 2,243 | -94.2% | 0.05% | -95.3% |
| Q2 2016 | $3,827,000 | – | 38,888 | – | 1.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Beacon Capital Management, Inc. | 1,503,735 | $195,501,000 | 7.93% |
| FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 62,469 | $8,118,000 | 7.31% |
| IronBridge Private Wealth, LLC | 53,179 | $6,914,000 | 4.39% |
| Kinloch Capital, LLC | 41,105 | $5,344,000 | 4.10% |
| Tatro Capital, LLC | 40,107 | $5,214,000 | 4.04% |
| Evensky & Katz LLC | 268,382 | $34,892,000 | 3.86% |
| Curran Financial Partners, LLC | 39,726 | $5,165,000 | 3.71% |
| Tranquilli Financial Advisor LLC | 32,208 | $4,187,000 | 3.38% |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 18,020 | $2,343,000 | 2.94% |
| PGIM Custom Harvest LLC | 87,947 | $11,434,000 | 2.80% |