VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 214 filers reported holding VANGUARD WORLD FDS in Q1 2018. The put-call ratio across all filers is 0.68 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $454,000 | -41.7% | 3,061 | -24.2% | 0.56% | -22.8% |
| Q1 2022 | $779,000 | -6.9% | 4,038 | -5.0% | 0.73% | +18.2% |
| Q4 2021 | $837,000 | +1250.0% | 4,249 | +804.0% | 0.62% | +1060.4% |
| Q4 2019 | $62,000 | +6.9% | 470 | +1.1% | 0.05% | +3.9% |
| Q3 2019 | $58,000 | -6.5% | 465 | -5.7% | 0.05% | -5.6% |
| Q2 2019 | $62,000 | +8.8% | 493 | +4.9% | 0.05% | +63.6% |
| Q1 2019 | $57,000 | -9.5% | 470 | -17.1% | 0.03% | -21.4% |
| Q4 2018 | $63,000 | -6.0% | 567 | +9.7% | 0.04% | +27.3% |
| Q3 2018 | $67,000 | -9.5% | 517 | -8.0% | 0.03% | -10.8% |
| Q2 2018 | $74,000 | -2.6% | 562 | -4.3% | 0.04% | -7.5% |
| Q1 2018 | $76,000 | -5.0% | 587 | +0.3% | 0.04% | -7.0% |
| Q4 2017 | $80,000 | +14.3% | 585 | +5.4% | 0.04% | +7.5% |
| Q3 2017 | $70,000 | +6.1% | 555 | +2.8% | 0.04% | -2.4% |
| Q2 2017 | $66,000 | +4.8% | 540 | +0.9% | 0.04% | -29.3% |
| Q1 2017 | $63,000 | -17.1% | 535 | -20.6% | 0.06% | -27.5% |
| Q4 2016 | $76,000 | – | 674 | – | 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% |