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 | $1,167,506 | -7.1% | 6,766 | -2.0% | 0.05% | -9.4% |
| Q2 2023 | $1,256,381 | +3.5% | 6,903 | +1.1% | 0.05% | -7.0% |
| Q1 2023 | $1,213,452 | +5.9% | 6,826 | +1.4% | 0.06% | -3.4% |
| Q4 2022 | $1,145,657 | +9.0% | 6,732 | -5.0% | 0.06% | 0.0% |
| Q3 2022 | $1,051,000 | -2.7% | 7,085 | +5.0% | 0.06% | 0.0% |
| Q2 2022 | $1,080,000 | -21.1% | 6,746 | -3.4% | 0.06% | -26.2% |
| Q1 2022 | $1,369,000 | +29.5% | 6,984 | +19.1% | 0.08% | +23.1% |
| Q4 2021 | $1,057,000 | +26.6% | 5,865 | +21.7% | 0.06% | +12.1% |
| Q3 2021 | $835,000 | +14.4% | 4,820 | +14.2% | 0.06% | +7.4% |
| Q2 2021 | $730,000 | 0.0% | 4,221 | 0.0% | 0.05% | -22.9% |
| Q1 2021 | $730,000 | +12.3% | 4,221 | +1.9% | 0.07% | +4.5% |
| Q4 2020 | $650,000 | +2.4% | 4,143 | -12.3% | 0.07% | -14.1% |
| Q3 2020 | $635,000 | +55.6% | 4,722 | +39.6% | 0.08% | +16.4% |
| Q2 2020 | $408,000 | – | 3,382 | – | 0.07% | – |
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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% |