VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 480 filers reported holding VANGUARD WORLD FDS in Q1 2024. The put-call ratio across all filers is 0.32 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,730,166 | +98.5% | 32,257 | +93.0% | 3.17% | +99.2% |
| Q1 2024 | $2,383,510 | -26.4% | 16,717 | -34.1% | 1.59% | -32.0% |
| Q3 2023 | $3,236,710 | +285.8% | 25,378 | +330.3% | 2.34% | +251.6% |
| Q3 2022 | $839,000 | -83.3% | 5,898 | -81.0% | 0.66% | -81.4% |
| Q1 2022 | $5,030,000 | +6.7% | 31,088 | +3.2% | 3.58% | +8.5% |
| Q4 2021 | $4,713,000 | +16.6% | 30,134 | +3.7% | 3.30% | +8.9% |
| Q3 2021 | $4,043,000 | +2.8% | 29,059 | +2.6% | 3.03% | +2.6% |
| Q2 2021 | $3,931,000 | 0.0% | 28,327 | +1.2% | 2.95% | -7.0% |
| Q1 2021 | $3,931,000 | +8.5% | 27,980 | +6.0% | 3.17% | -3.5% |
| Q4 2020 | $3,622,000 | – | 26,396 | – | 3.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Beacon Capital Management, Inc. | 666,667 | $82,447,000 | 4.21% |
| Newport Wealth Strategies, Inc. | 36,935 | $4,568,000 | 4.17% |
| STABLEFORD CAPITAL II LLC | 39,286 | $4,858,000 | 3.64% |
| Stonebridge Financial Planning Group, LLC | 26,398 | $3,345,000 | 2.85% |
| TAP Consulting, LLC | 45,754 | $5,658,000 | 2.78% |
| Briaud Financial Planning, Inc | 27,995 | $3,462,000 | 2.64% |
| Freedom Investment Management, Inc. | 175,166 | $21,663,000 | 2.36% |
| Hamilton Wealth, LLC | 63,558 | $7,860,000 | 2.34% |
| Castle Rock Wealth Management, LLC | 29,800 | $3,953,000 | 2.32% |
| Tatro Capital, LLC | 12,984 | $1,606,000 | 2.30% |