VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 218 filers reported holding VANGUARD WORLD FDS in Q1 2018. The put-call ratio across all filers is 0.48 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $72,512 | -9.6% | 569 | +0.9% | 0.04% | -5.4% |
Q2 2023 | $80,201 | -3.6% | 564 | 0.0% | 0.04% | -5.1% |
Q1 2023 | $83,219 | -3.0% | 564 | +0.7% | 0.04% | -4.9% |
Q4 2022 | $85,828 | +8.6% | 560 | +0.9% | 0.04% | 0.0% |
Q3 2022 | $79,000 | -6.0% | 555 | +0.9% | 0.04% | -2.4% |
Q2 2022 | $84,000 | -4.5% | 550 | +0.7% | 0.04% | +13.5% |
Q1 2022 | $88,000 | +18.9% | 546 | +2.1% | 0.04% | +12.1% |
Q3 2021 | $74,000 | 0.0% | 535 | 0.0% | 0.03% | 0.0% |
Q2 2021 | $74,000 | -1.3% | 535 | +0.8% | 0.03% | -2.9% |
Q1 2021 | $75,000 | +4.2% | 531 | +0.8% | 0.03% | -8.1% |
Q4 2020 | $72,000 | +7.5% | 527 | +1.0% | 0.04% | -7.5% |
Q3 2020 | $67,000 | +4.7% | 522 | +0.6% | 0.04% | -2.4% |
Q2 2020 | $64,000 | +1.6% | 519 | +1.2% | 0.04% | -10.9% |
Q1 2020 | $63,000 | -13.7% | 513 | +0.6% | 0.05% | +15.0% |
Q4 2019 | $73,000 | +1.4% | 510 | +1.6% | 0.04% | -2.4% |
Q3 2019 | $72,000 | +7.5% | 502 | 0.0% | 0.04% | +5.1% |
Q2 2019 | $67,000 | +3.1% | 502 | +0.6% | 0.04% | 0.0% |
Q1 2019 | $65,000 | +12.1% | 499 | +0.8% | 0.04% | -4.9% |
Q4 2018 | $58,000 | +1.8% | 495 | +1.6% | 0.04% | +13.9% |
Q3 2018 | $57,000 | +1.8% | 487 | +0.8% | 0.04% | -7.7% |
Q2 2018 | $56,000 | +3.7% | 483 | 0.0% | 0.04% | +2.6% |
Q1 2018 | $54,000 | -3.6% | 483 | +0.8% | 0.04% | 0.0% |
Q4 2017 | $56,000 | +1.8% | 479 | +1.5% | 0.04% | -5.0% |
Q3 2017 | $55,000 | +3.8% | 472 | +0.9% | 0.04% | -2.4% |
Q2 2017 | $53,000 | +1.9% | 468 | +0.9% | 0.04% | -2.4% |
Q1 2017 | $52,000 | +4.0% | 464 | 0.0% | 0.04% | -2.3% |
Q4 2016 | $50,000 | +2.0% | 464 | +0.9% | 0.04% | +4.9% |
Q3 2016 | $49,000 | -5.8% | 460 | +0.7% | 0.04% | -10.9% |
Q2 2016 | $52,000 | +6.1% | 457 | +0.9% | 0.05% | +2.2% |
Q1 2016 | $49,000 | – | 453 | – | 0.04% | – |
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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% |