VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 271 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $238,657 | -1.1% | 2,269 | 0.0% | 0.04% | +5.6% |
| Q2 2023 | $241,198 | -5.9% | 2,269 | -14.4% | 0.04% | -14.3% |
| Q1 2023 | $256,369 | +16.9% | 2,652 | -0.5% | 0.04% | +7.7% |
| Q4 2022 | $219,279 | -0.3% | 2,666 | 0.0% | 0.04% | -9.3% |
| Q3 2022 | $220,000 | -12.4% | 2,666 | 0.0% | 0.04% | -10.4% |
| Q2 2022 | $251,000 | -21.6% | 2,666 | 0.0% | 0.05% | -26.2% |
| Q1 2022 | $320,000 | -11.4% | 2,666 | 0.0% | 0.06% | -11.0% |
| Q4 2021 | $361,000 | -3.7% | 2,666 | 0.0% | 0.07% | -13.1% |
| Q3 2021 | $375,000 | -2.1% | 2,666 | 0.0% | 0.08% | -6.7% |
| Q2 2021 | $383,000 | +10.4% | 2,666 | 0.0% | 0.09% | -7.2% |
| Q1 2021 | $347,000 | +13.8% | 2,666 | +5.2% | 0.10% | +7.8% |
| Q4 2020 | $305,000 | +23.0% | 2,534 | +3.9% | 0.09% | +1.1% |
| Q3 2020 | $248,000 | +9.3% | 2,439 | 0.0% | 0.09% | -1.1% |
| Q2 2020 | $227,000 | – | 2,439 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Beacon Capital Management, Inc. | 1,501,933 | $180,532,000 | 7.86% |
| FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 61,708 | $7,417,000 | 7.19% |
| Tatro Capital, LLC | 43,578 | $5,238,000 | 4.88% |
| Evensky & Katz LLC | 259,973 | $31,249,000 | 3.86% |
| Curran Financial Partners, LLC | 35,464 | $4,263,000 | 3.65% |
| Tranquilli Financial Advisor LLC | 32,481 | $3,904,000 | 3.54% |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 17,220 | $2,070,000 | 2.76% |
| Kinloch Capital, LLC | 27,143 | $3,263,000 | 2.76% |
| Full Sail Capital, LLC | 196,712 | $24,642,000 | 2.67% |
| Axiom Financial Strategies, LLC | 41,362 | $4,214,000 | 2.53% |