VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 282 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.28 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $694,048 | -7.8% | 4,023 | -2.2% | 0.16% | -5.5% |
| Q2 2023 | $752,556 | -1.6% | 4,113 | -4.4% | 0.16% | -7.3% |
| Q1 2023 | $765,159 | -3.4% | 4,303 | +0.2% | 0.18% | -4.3% |
| Q4 2022 | $791,955 | +22.4% | 4,295 | -1.4% | 0.19% | +4.5% |
| Q3 2022 | $647,000 | -10.0% | 4,357 | -2.3% | 0.18% | -3.3% |
| Q2 2022 | $719,000 | -18.5% | 4,460 | +0.1% | 0.18% | -4.2% |
| Q1 2022 | $882,000 | +10.0% | 4,455 | +1.2% | 0.19% | +6.7% |
| Q4 2021 | $802,000 | -1.8% | 4,400 | -1.0% | 0.18% | 0.0% |
| Q3 2021 | $817,000 | +0.1% | 4,443 | +1.5% | 0.18% | -3.7% |
| Q2 2021 | $816,000 | 0.0% | 4,376 | +1.7% | 0.19% | -7.4% |
| Q1 2021 | $816,000 | +5.2% | 4,302 | -9.0% | 0.20% | -9.8% |
| Q4 2020 | $776,000 | +18.1% | 4,727 | +1.1% | 0.22% | -8.9% |
| Q3 2020 | $657,000 | +21.7% | 4,677 | +12.8% | 0.25% | +14.4% |
| Q2 2020 | $540,000 | – | 4,146 | – | 0.22% | – |
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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% |