VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 302 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 1.46 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $263,094 | -5.2% | 1,525 | 0.0% | 0.04% | -13.3% |
| Q2 2023 | $277,504 | -12.1% | 1,525 | -14.1% | 0.04% | -40.8% |
| Q1 2023 | $315,719 | -12.5% | 1,776 | -16.3% | 0.08% | -20.8% |
| Q4 2022 | $360,994 | +14.2% | 2,121 | -0.4% | 0.10% | +1.1% |
| Q3 2022 | $316,000 | -6.5% | 2,130 | +1.2% | 0.10% | -4.0% |
| Q2 2022 | $338,000 | -22.3% | 2,105 | -6.2% | 0.10% | -21.4% |
| Q1 2022 | $435,000 | -4.4% | 2,243 | -2.9% | 0.13% | +35.5% |
| Q4 2021 | $455,000 | -41.1% | 2,310 | -48.1% | 0.09% | -44.6% |
| Q3 2021 | $772,000 | -5.0% | 4,455 | -0.9% | 0.17% | -0.6% |
| Q2 2021 | $813,000 | +13.2% | 4,497 | +8.3% | 0.17% | +3.7% |
| Q1 2021 | $718,000 | -83.1% | 4,153 | -83.5% | 0.16% | -85.7% |
| Q4 2020 | $4,244,000 | – | 25,194 | – | 1.14% | – |
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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% |