VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 8 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $319,507 | -5.2% | 1,852 | 0.0% | 0.17% | -4.5% |
| Q2 2023 | $337,008 | +2.3% | 1,852 | 0.0% | 0.18% | -2.7% |
| Q1 2023 | $329,323 | -7.8% | 1,852 | -11.7% | 0.18% | -12.8% |
| Q4 2022 | $357,080 | +0.6% | 2,098 | -12.3% | 0.21% | -1.9% |
| Q3 2022 | $355,000 | -13.2% | 2,391 | -6.3% | 0.22% | +0.5% |
| Q2 2022 | $409,000 | -17.4% | 2,552 | 0.0% | 0.21% | -12.3% |
| Q1 2022 | $495,000 | +1.4% | 2,552 | +2.9% | 0.24% | +5.6% |
| Q4 2021 | $488,000 | – | 2,479 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TrueWealth Financial Partners | 69,762 | $12,035,347 | 9.90% |
| Beacon Capital Management, Inc. | 1,133,264 | $195,510,690 | 7.24% |
| Tranquilli Financial Advisor LLC | 30,485 | $5,259,272 | 3.80% |
| Strengthening Families & Communities, LLC | 34,886 | $6,019 | 2.60% |
| Axiom Financial Strategies, LLC | 12,155 | $2,096,936 | 1.41% |
| Vickerman Investment Advisors, Inc. | 19,969 | $3,444,983 | 1.41% |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 15,642 | $2,698,558 | 1.40% |
| Strategic Wealth Investment Group, LLC | 34,572 | $5,964,298 | 1.08% |
| Private Wealth Advisors, LLC | 11,818 | $2,038,845 | 0.86% |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 30,279 | $5,224 | 0.85% |