VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 340 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $470,726 | +6.7% | 4,475 | +7.9% | 0.02% | +5.9% |
Q2 2023 | $441,081 | -8.7% | 4,149 | -17.0% | 0.02% | -15.0% |
Q1 2023 | $483,368 | +28.0% | 5,000 | +8.9% | 0.02% | +11.1% |
Q4 2022 | $377,612 | +23.4% | 4,591 | +23.5% | 0.02% | +12.5% |
Q3 2022 | $306,000 | +21.9% | 3,717 | +39.1% | 0.02% | +23.1% |
Q2 2022 | $251,000 | -25.3% | 2,672 | -4.6% | 0.01% | -18.8% |
Q1 2022 | $336,000 | +6.0% | 2,802 | +19.8% | 0.02% | +14.3% |
Q4 2021 | $317,000 | -4.8% | 2,338 | -1.3% | 0.01% | -17.6% |
Q3 2021 | $333,000 | -2.3% | 2,368 | 0.0% | 0.02% | -5.6% |
Q2 2021 | $341,000 | +25.8% | 2,368 | +13.6% | 0.02% | +12.5% |
Q1 2021 | $271,000 | – | 2,085 | – | 0.02% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Beacon Capital Management, Inc. | 1,501,933 | $180,532,000 | 7.86% |
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 61,708 | $7,417,000 | 7.19% |
Tatro Capital, LLC | 43,578 | $5,238,000 | 4.88% |
Evensky & Katz LLC | 259,973 | $31,249,000 | 3.86% |
Curran Financial Partners, LLC | 35,464 | $4,263,000 | 3.65% |
Tranquilli Financial Advisor LLC | 32,481 | $3,904,000 | 3.54% |
Centered Wealth LLC dba Miller Equity Capital Advisors | 17,220 | $2,070,000 | 2.76% |
Kinloch Capital, LLC | 27,143 | $3,263,000 | 2.76% |
Full Sail Capital, LLC | 196,712 | $24,642,000 | 2.67% |
Axiom Financial Strategies, LLC | 41,362 | $4,214,000 | 2.53% |