VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 485 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $204,064 | -10.3% | 1,600 | 0.0% | 0.07% | -6.8% |
| Q2 2023 | $227,472 | -3.6% | 1,600 | 0.0% | 0.07% | -15.1% |
| Q1 2023 | $236,032 | -3.8% | 1,600 | 0.0% | 0.09% | -12.2% |
| Q4 2022 | $245,376 | +7.6% | 1,600 | 0.0% | 0.10% | +4.3% |
| Q3 2022 | $228,000 | -6.6% | 1,600 | 0.0% | 0.09% | -3.1% |
| Q2 2022 | $244,000 | -5.8% | 1,600 | 0.0% | 0.10% | +11.5% |
| Q1 2022 | $259,000 | +3.6% | 1,600 | 0.0% | 0.09% | +6.1% |
| Q4 2021 | $250,000 | +12.1% | 1,600 | 0.0% | 0.08% | +1.2% |
| Q3 2021 | $223,000 | +0.5% | 1,600 | 0.0% | 0.08% | -15.6% |
| Q2 2021 | $222,000 | -1.3% | 1,600 | 0.0% | 0.10% | -4.0% |
| Q1 2021 | $225,000 | +2.3% | 1,600 | 0.0% | 0.10% | -6.5% |
| Q4 2020 | $220,000 | – | 1,600 | – | 0.11% | – |
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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% |