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 | $428,487 | -5.2% | 2,484 | 0.0% | 0.15% | -0.7% |
| Q2 2023 | $452,063 | +1.0% | 2,484 | -1.4% | 0.15% | +3.5% |
| Q1 2023 | $447,800 | -3.1% | 2,518 | -7.3% | 0.14% | -4.0% |
| Q4 2022 | $462,085 | +15.8% | 2,715 | +1.0% | 0.15% | +6.4% |
| Q3 2022 | $399,000 | -12.3% | 2,688 | -5.3% | 0.14% | -3.4% |
| Q2 2022 | $455,000 | -21.3% | 2,838 | -4.7% | 0.15% | -7.0% |
| Q1 2022 | $578,000 | -6.2% | 2,979 | -4.9% | 0.16% | -6.5% |
| Q4 2021 | $616,000 | +13.4% | 3,131 | -0.2% | 0.17% | +10.5% |
| Q3 2021 | $543,000 | -3.0% | 3,137 | -3.1% | 0.15% | +43.4% |
| Q1 2021 | $560,000 | +27.6% | 3,236 | -29.1% | 0.11% | +68.3% |
| Q4 2019 | $439,000 | – | 4,562 | – | 0.06% | – |
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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% |