VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 404 filers reported holding VANGUARD WORLD FDS in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $684,643 | -4.0% | 4,954 | -8.9% | 0.18% | -6.1% |
| Q1 2024 | $713,443 | -7.0% | 5,437 | -16.6% | 0.20% | -13.7% |
| Q4 2023 | $767,092 | -3.4% | 6,516 | -13.7% | 0.23% | -8.1% |
| Q3 2023 | $793,870 | -6.0% | 7,547 | -5.0% | 0.25% | -5.4% |
| Q2 2023 | $844,739 | -11.0% | 7,946 | +17.8% | 0.26% | -39.7% |
| Q3 2021 | $949,634 | +28.9% | 6,746 | +31.7% | 0.43% | +19.9% |
| Q2 2021 | $736,790 | +37.0% | 5,123 | +23.8% | 0.36% | +19.5% |
| Q1 2021 | $537,982 | – | 4,138 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Beacon Capital Management, Inc. | 1,503,735 | $195,501,000 | 7.93% |
| FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 62,469 | $8,118,000 | 7.31% |
| IronBridge Private Wealth, LLC | 53,179 | $6,914,000 | 4.39% |
| Kinloch Capital, LLC | 41,105 | $5,344,000 | 4.10% |
| Tatro Capital, LLC | 40,107 | $5,214,000 | 4.04% |
| Evensky & Katz LLC | 268,382 | $34,892,000 | 3.86% |
| Curran Financial Partners, LLC | 39,726 | $5,165,000 | 3.71% |
| Tranquilli Financial Advisor LLC | 32,208 | $4,187,000 | 3.38% |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 18,020 | $2,343,000 | 2.94% |
| PGIM Custom Harvest LLC | 87,947 | $11,434,000 | 2.80% |