VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 334 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.24 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $2,980,778 | +3.8% | 16,380 | +1.4% | 0.21% | -4.5% |
Q1 2023 | $2,872,157 | -0.9% | 16,152 | -5.2% | 0.22% | -8.7% |
Q4 2022 | $2,898,429 | +9.6% | 17,029 | -4.4% | 0.24% | -12.9% |
Q3 2022 | $2,644,000 | +23.1% | 17,815 | +32.9% | 0.28% | +42.6% |
Q2 2022 | $2,148,000 | -52.0% | 13,409 | -41.9% | 0.20% | -46.3% |
Q1 2022 | $4,475,000 | +52.1% | 23,062 | +54.3% | 0.36% | +71.2% |
Q4 2021 | $2,942,000 | -1.9% | 14,944 | -13.7% | 0.21% | -17.2% |
Q3 2021 | $3,000,000 | +34.5% | 17,320 | +40.3% | 0.26% | +29.9% |
Q2 2021 | $2,231,000 | +217.8% | 12,342 | +204.1% | 0.20% | +162.7% |
Q1 2021 | $702,000 | -5.8% | 4,059 | -26.6% | 0.08% | -58.6% |
Q3 2020 | $745,000 | +3447.6% | 5,532 | +2485.0% | 0.18% | +1106.7% |
Q1 2020 | $21,000 | – | 214 | – | 0.02% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TrueWealth Financial Partners | 67,352 | $11,976,526 | 10.33% |
M Financial Asset Management, Inc. | 8,126 | $1,445 | 5.12% |
New Millennium Group LLC | 18,873 | $3,355,821 | 3.37% |
Strengthening Families & Communities, LLC | 143,664 | $136,085 | 2.77% |
Cavalier Investments, LLC | 28,837 | $5,127,795 | 2.10% |
Beacon Capital Management, Inc. | 297,448 | $52,892,266 | 1.86% |
Tranquilli Financial Advisor LLC | 10,889 | $1,936,282 | 1.45% |
Vickerman Investment Advisors, Inc. | 20,365 | $3,621,233 | 1.43% |
Centered Wealth LLC dba Miller Equity Capital Advisors | 14,352 | $2,552,073 | 1.43% |
EP Wealth Advisors, LLC | 298,048 | $67,197,913 | 1.16% |