VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 271 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $341,152 | -5.2% | 3,243 | -4.2% | 0.01% | -7.1% |
Q2 2023 | $359,979 | +10.3% | 3,386 | +0.3% | 0.01% | +7.7% |
Q1 2023 | $326,370 | +30.5% | 3,376 | +11.0% | 0.01% | +18.2% |
Q4 2022 | $250,118 | +2.1% | 3,041 | +2.4% | 0.01% | -15.4% |
Q3 2022 | $245,000 | +1.2% | 2,971 | +15.2% | 0.01% | -18.8% |
Q2 2022 | $242,000 | -13.6% | 2,579 | +10.5% | 0.02% | 0.0% |
Q1 2022 | $280,000 | -23.1% | 2,333 | -13.1% | 0.02% | -15.8% |
Q4 2021 | $364,000 | -10.3% | 2,684 | -6.9% | 0.02% | -20.8% |
Q3 2021 | $406,000 | -0.7% | 2,883 | +1.3% | 0.02% | 0.0% |
Q2 2021 | $409,000 | +16.2% | 2,846 | +5.1% | 0.02% | 0.0% |
Q1 2021 | $352,000 | -21.4% | 2,709 | -27.3% | 0.02% | -27.3% |
Q4 2020 | $448,000 | +74.3% | 3,728 | +47.9% | 0.03% | +50.0% |
Q3 2020 | $257,000 | +9.8% | 2,520 | 0.0% | 0.02% | -4.3% |
Q2 2020 | $234,000 | +13.6% | 2,520 | +15.0% | 0.02% | +4.5% |
Q4 2019 | $206,000 | -5.9% | 2,192 | -13.3% | 0.02% | -24.1% |
Q3 2019 | $219,000 | -14.5% | 2,528 | -14.3% | 0.03% | -12.1% |
Q2 2019 | $256,000 | – | 2,951 | – | 0.03% | – |
Download |
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% |