VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 331 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $326,952 | +4.5% | 1,839 | +0.1% | 0.10% | -8.2% |
Q4 2022 | $312,864 | +10.6% | 1,838 | -3.5% | 0.11% | -3.5% |
Q3 2022 | $283,000 | -44.3% | 1,905 | -39.9% | 0.11% | -43.6% |
Q2 2022 | $508,000 | -90.8% | 3,170 | -88.9% | 0.20% | -90.4% |
Q1 2022 | $5,520,000 | +12.3% | 28,444 | +13.9% | 2.10% | +2.3% |
Q4 2021 | $4,916,000 | – | 24,971 | – | 2.06% | – |
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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% |