VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 330 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.57 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $210,914 | -0.0% | 2,564 | +0.0% | 0.02% | -8.7% |
| Q3 2022 | $211,000 | -55.2% | 2,563 | -48.8% | 0.02% | -41.0% |
| Q2 2022 | $471,000 | +126.4% | 5,004 | +188.9% | 0.04% | +69.6% |
| Q1 2022 | $208,000 | -11.5% | 1,732 | 0.0% | 0.02% | -8.0% |
| Q4 2021 | $235,000 | -3.7% | 1,732 | 0.0% | 0.02% | -16.7% |
| Q3 2021 | $244,000 | -2.0% | 1,732 | +0.1% | 0.03% | -6.2% |
| Q2 2021 | $249,000 | +11.2% | 1,730 | +0.3% | 0.03% | -3.0% |
| Q1 2021 | $224,000 | +8.7% | 1,725 | +0.3% | 0.03% | 0.0% |
| Q4 2020 | $206,000 | – | 1,719 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Beacon Capital Management, Inc. | 1,503,735 | $195,501,000 | 7.93% |
| FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 62,469 | $8,118,000 | 7.31% |
| IronBridge Private Wealth, LLC | 53,179 | $6,914,000 | 4.39% |
| Kinloch Capital, LLC | 41,105 | $5,344,000 | 4.10% |
| Tatro Capital, LLC | 40,107 | $5,214,000 | 4.04% |
| Evensky & Katz LLC | 268,382 | $34,892,000 | 3.86% |
| Curran Financial Partners, LLC | 39,726 | $5,165,000 | 3.71% |
| Tranquilli Financial Advisor LLC | 32,208 | $4,187,000 | 3.38% |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 18,020 | $2,343,000 | 2.94% |
| PGIM Custom Harvest LLC | 87,947 | $11,434,000 | 2.80% |