VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 302 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 1.46 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $205,299 | -5.2% | 1,190 | 0.0% | 0.01% | -6.7% |
| Q2 2023 | $216,544 | -5.6% | 1,190 | -7.8% | 0.02% | -11.8% |
| Q1 2023 | $229,388 | +4.5% | 1,290 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $219,558 | +8.2% | 1,290 | +2.0% | 0.02% | 0.0% |
| Q2 2022 | $203,000 | -46.9% | 1,265 | -35.8% | 0.02% | -43.3% |
| Q1 2022 | $382,000 | +34.0% | 1,969 | +25.8% | 0.03% | +20.0% |
| Q4 2021 | $285,000 | +3.3% | 1,565 | 0.0% | 0.02% | +8.7% |
| Q3 2021 | $276,000 | -3.2% | 1,565 | 0.0% | 0.02% | -8.0% |
| Q2 2021 | $285,000 | -25.6% | 1,565 | -28.4% | 0.02% | -35.9% |
| Q1 2021 | $383,000 | -35.5% | 2,187 | -42.2% | 0.04% | -45.1% |
| Q4 2020 | $594,000 | +1.5% | 3,781 | -12.3% | 0.07% | -11.2% |
| Q3 2020 | $585,000 | – | 4,311 | – | 0.08% | – |
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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% |