VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 336 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.13 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $249,656 | -38.2% | 1,447 | -34.9% | 0.01% | -31.6% |
| Q2 2023 | $404,264 | +29.3% | 2,222 | +26.3% | 0.02% | 0.0% |
| Q1 2023 | $312,714 | +2.7% | 1,759 | -1.6% | 0.02% | -13.6% |
| Q4 2022 | $304,384 | +19.4% | 1,788 | +4.0% | 0.02% | +4.8% |
| Q3 2022 | $255,000 | -6.2% | 1,719 | +1.2% | 0.02% | -8.7% |
| Q2 2022 | $272,000 | -24.2% | 1,699 | -8.2% | 0.02% | -11.5% |
| Q1 2022 | $359,000 | -1.9% | 1,851 | 0.0% | 0.03% | -3.7% |
| Q4 2021 | $366,000 | – | 1,851 | – | 0.03% | – |
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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% |