VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 251 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $386,445 | -16.0% | 2,240 | -11.4% | 0.13% | +42.2% |
| Q2 2023 | $459,838 | -4.1% | 2,527 | -6.3% | 0.09% | -8.2% |
| Q1 2023 | $479,581 | -16.6% | 2,697 | -20.2% | 0.10% | -20.3% |
| Q4 2022 | $575,028 | +23.9% | 3,379 | +8.0% | 0.12% | +13.9% |
| Q3 2022 | $464,000 | -14.4% | 3,129 | -7.4% | 0.11% | -1.8% |
| Q2 2022 | $542,000 | +31.6% | 3,380 | +59.4% | 0.11% | +59.4% |
| Q1 2022 | $412,000 | +0.5% | 2,121 | +1.7% | 0.07% | +4.5% |
| Q4 2021 | $410,000 | -6.6% | 2,085 | -17.7% | 0.07% | -41.6% |
| Q3 2021 | $439,000 | -21.7% | 2,532 | -18.5% | 0.11% | -22.1% |
| Q2 2021 | $561,000 | +21.7% | 3,105 | +16.5% | 0.14% | -8.2% |
| Q1 2021 | $461,000 | +45.4% | 2,666 | +31.8% | 0.16% | +135.8% |
| Q4 2020 | $317,000 | +52.4% | 2,023 | +31.2% | 0.07% | -27.2% |
| Q3 2020 | $208,000 | – | 1,542 | – | 0.09% | – |
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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% |