VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 339 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $969,528 | -6.4% | 5,033 | -0.7% | 0.32% | -10.0% |
| Q1 2024 | $1,035,870 | +12.9% | 5,067 | 0.0% | 0.36% | +2.3% |
| Q4 2023 | $917,646 | -13.0% | 5,067 | -12.6% | 0.35% | -23.1% |
| Q2 2023 | $1,054,880 | -7.0% | 5,797 | -13.0% | 0.46% | -16.3% |
| Q4 2022 | $1,134,453 | -40.2% | 6,665 | -31.9% | 0.55% | -29.9% |
| Q1 2022 | $1,898,000 | -0.2% | 9,782 | +1.3% | 0.78% | -3.3% |
| Q4 2021 | $1,901,000 | +27.9% | 9,654 | +17.4% | 0.81% | -1.2% |
| Q2 2021 | $1,486,000 | +21.0% | 8,222 | +15.8% | 0.82% | -7.4% |
| Q1 2021 | $1,228,000 | +25.7% | 7,102 | +14.1% | 0.88% | +5.4% |
| Q4 2020 | $977,000 | – | 6,227 | – | 0.84% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Beacon Capital Management, Inc. | 1,316,853 | $160,129,000 | 7.92% |
| Financial Planning & Information Services, Inc. | 75,455 | $9,175,000 | 3.30% |
| Heritage Trust Co | 29,222 | $3,554,000 | 1.37% |
| DOWLING & YAHNKE LLC | 100,077 | $12,169,000 | 1.28% |
| Cranbrook Wealth Management, LLC | 20,709 | $2,518,000 | 1.09% |
| Visionary Asset Management, Inc. | 26,316 | $3,200,000 | 0.93% |
| Richard Bernstein Advisors LLC | 88,143 | $10,718,000 | 0.82% |
| M Holdings Securities, Inc. | 19,035 | $2,315,000 | 0.79% |
| Madden Advisory Services, Inc. | 9,751 | $1,185,000 | 0.78% |
| Exchange Capital Management, Inc. | 15,506 | $1,886,000 | 0.64% |