VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 480 filers reported holding VANGUARD WORLD FDS in Q1 2024. The put-call ratio across all filers is 0.32 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $5,902,812 | +4.0% | 41,400 | 0.0% | 0.14% | +1.5% |
| Q4 2023 | $5,674,698 | +7.5% | 41,400 | 0.0% | 0.14% | -4.9% |
| Q3 2023 | $5,280,156 | -51.8% | 41,400 | -46.2% | 0.14% | -45.5% |
| Q2 2023 | $10,947,090 | +271.0% | 77,000 | +285.0% | 0.26% | +277.1% |
| Q1 2023 | $2,950,400 | +46.6% | 20,000 | +11.1% | 0.07% | +70.7% |
| Q1 2018 | $2,013,000 | – | 18,000 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Beacon Capital Management, Inc. | 666,667 | $82,447,000 | 4.21% |
| Newport Wealth Strategies, Inc. | 36,935 | $4,568,000 | 4.17% |
| STABLEFORD CAPITAL II LLC | 39,286 | $4,858,000 | 3.64% |
| Stonebridge Financial Planning Group, LLC | 26,398 | $3,345,000 | 2.85% |
| TAP Consulting, LLC | 45,754 | $5,658,000 | 2.78% |
| Briaud Financial Planning, Inc | 27,995 | $3,462,000 | 2.64% |
| Freedom Investment Management, Inc. | 175,166 | $21,663,000 | 2.36% |
| Hamilton Wealth, LLC | 63,558 | $7,860,000 | 2.34% |
| Castle Rock Wealth Management, LLC | 29,800 | $3,953,000 | 2.32% |
| Tatro Capital, LLC | 12,984 | $1,606,000 | 2.30% |