VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 477 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.46 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,341,546 | +5.9% | 9,069 | +2.0% | 0.38% | +3.0% |
| Q1 2024 | $1,267,308 | +63.2% | 8,888 | +56.8% | 0.37% | +51.4% |
| Q4 2023 | $776,743 | +7.6% | 5,667 | +0.1% | 0.24% | -1.6% |
| Q3 2023 | $722,032 | -56.2% | 5,661 | -51.1% | 0.25% | -56.8% |
| Q2 2023 | $1,647,496 | -7.4% | 11,588 | -3.9% | 0.58% | -13.8% |
| Q1 2023 | $1,778,975 | +1.0% | 12,059 | +5.0% | 0.67% | -4.8% |
| Q4 2022 | $1,761,676 | +8.8% | 11,487 | +0.9% | 0.70% | +1.4% |
| Q3 2022 | $1,619,000 | +2.9% | 11,379 | +10.4% | 0.69% | +13.3% |
| Q2 2022 | $1,573,000 | -5.7% | 10,306 | 0.0% | 0.61% | +8.5% |
| Q1 2022 | $1,668,000 | +9.1% | 10,306 | +5.4% | 0.56% | +8.7% |
| Q4 2021 | $1,529,000 | +13.8% | 9,778 | +1.2% | 0.52% | +7.2% |
| Q3 2021 | $1,344,000 | +5.7% | 9,661 | +7.1% | 0.48% | +3.2% |
| Q2 2021 | $1,272,000 | -21.2% | 9,023 | -17.8% | 0.47% | -27.3% |
| Q1 2021 | $1,615,000 | +4.2% | 10,980 | -2.8% | 0.64% | -8.5% |
| Q4 2020 | $1,550,000 | -8.2% | 11,299 | -7.9% | 0.70% | -13.6% |
| Q3 2020 | $1,688,000 | +12.5% | 12,273 | +2.4% | 0.82% | +5.8% |
| Q2 2020 | $1,501,000 | +1.4% | 11,984 | -4.4% | 0.77% | -26.2% |
| Q1 2020 | $1,481,000 | -21.8% | 12,531 | -6.2% | 1.04% | +17.7% |
| Q4 2019 | $1,894,000 | +2.2% | 13,364 | +1.6% | 0.89% | -3.4% |
| Q3 2019 | $1,854,000 | +14.1% | 13,160 | +9.5% | 0.92% | -17.9% |
| Q2 2019 | $1,625,000 | – | 12,023 | – | 1.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Beacon Capital Management, Inc. | 666,667 | $82,447,000 | 4.21% |
| Newport Wealth Strategies, Inc. | 36,935 | $4,568,000 | 4.17% |
| STABLEFORD CAPITAL II LLC | 39,286 | $4,858,000 | 3.64% |
| Stonebridge Financial Planning Group, LLC | 26,398 | $3,345,000 | 2.85% |
| TAP Consulting, LLC | 45,754 | $5,658,000 | 2.78% |
| Briaud Financial Planning, Inc | 27,995 | $3,462,000 | 2.64% |
| Freedom Investment Management, Inc. | 175,166 | $21,663,000 | 2.36% |
| Hamilton Wealth, LLC | 63,558 | $7,860,000 | 2.34% |
| Castle Rock Wealth Management, LLC | 29,800 | $3,953,000 | 2.32% |
| Tatro Capital, LLC | 12,984 | $1,606,000 | 2.30% |