Matrix Trust Co - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 6 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Matrix Trust Co ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$359
+79.5%
2,813
+99.8%
0.09%
+80.8%
Q2 2023$200
-2.4%
1,408
+1.1%
0.05%
-5.5%
Q1 2023$205
-1.0%
1,392
+3.3%
0.06%
+5.8%
Q4 2022$207
-99.9%
1,348
+1.9%
0.05%
-3.7%
Q3 2022$188,000
-54.1%
1,323
-50.9%
0.05%
-52.2%
Q2 2022$410,000
-3.3%
2,692
+2.7%
0.11%
+7.6%
Q1 2022$424,000
+7.1%
2,621
+3.4%
0.10%
+9.4%
Q4 2021$396,000
+16.1%
2,534
+3.3%
0.10%
+10.3%
Q3 2021$341,000
+136.8%
2,453
+135.9%
0.09%
+128.9%
Q2 2021$144,000
-55.8%
1,040
-55.1%
0.04%
-57.3%
Q1 2021$326,000
+4.5%
2,317
+2.0%
0.09%
+1.1%
Q4 2020$312,000
+3.7%
2,271
-2.5%
0.09%0.0%
Q3 2020$301,000
+6.4%
2,329
+1.7%
0.09%
+22.2%
Q2 2020$283,000
-6.0%
2,289
-7.4%
0.07%
-11.1%
Q1 2020$301,000
+1.0%
2,472
+18.3%
0.08%
+26.6%
Q4 2019$298,000
+0.7%
2,089
+1.5%
0.06%
-3.0%
Q3 2019$296,000
-3.6%
2,058
-11.0%
0.07%
-14.3%
Q2 2019$307,0002,3120.08%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,121,094$155,563,0005.83%
Tranquilli Financial Advisor LLC 28,327$3,931,0002.95%
Gunma Bank,Ltd. 31,000$4,302,0002.84%
Private Wealth Group, LLC 30,341$4,210,0002.78%
FIRST NATIONAL CORP /MA/ /ADV 122,040$16,344,0002.35%
Curran Financial Partners, LLC 30,414$4,220,0002.32%
American Investment Services, Inc. 67,089$9,309,0002.14%
Ameritas Investment Company, LLC 5,005$35,430,0001.70%
Newport Wealth Strategies, Inc. 19,121$2,653,0001.53%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 112,401$15,596,0001.44%
View complete list of VANGUARD WORLD FDS shareholders