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 | $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 | 69,762 | $12,035,347 | 9.90% |
| Beacon Capital Management, Inc. | 1,133,264 | $195,510,690 | 7.24% |
| Tranquilli Financial Advisor LLC | 30,485 | $5,259,272 | 3.80% |
| Strengthening Families & Communities, LLC | 34,886 | $6,019 | 2.60% |
| Axiom Financial Strategies, LLC | 12,155 | $2,096,936 | 1.41% |
| Vickerman Investment Advisors, Inc. | 19,969 | $3,444,983 | 1.41% |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 15,642 | $2,698,558 | 1.40% |
| Strategic Wealth Investment Group, LLC | 34,572 | $5,964,298 | 1.08% |
| Private Wealth Advisors, LLC | 11,818 | $2,038,845 | 0.86% |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 30,279 | $5,224 | 0.85% |