VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 474 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,765,372 | -4.0% | 11,967 | -0.2% | 5.37% | +135.5% |
| Q4 2022 | $1,839,400 | +7.8% | 11,994 | 0.0% | 2.28% | +16.4% |
| Q3 2022 | $1,706,000 | -7.1% | 11,994 | -0.5% | 1.96% | -3.4% |
| Q2 2022 | $1,836,000 | -33.6% | 12,049 | -29.5% | 2.03% | -22.2% |
| Q1 2022 | $2,766,000 | -8.0% | 17,095 | -11.1% | 2.61% | -8.0% |
| Q4 2021 | $3,006,000 | – | 19,221 | – | 2.83% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Beacon Capital Management, Inc. | 1,346,387 | $174,492,000 | 7.94% |
| USA FINANCIAL FORMULAS | 43,276 | $5,609,000 | 3.53% |
| Berkeley Capital Partners, LLC | 54,084 | $7,009,000 | 3.47% |
| Invst, LLC | 53,576 | $6,897,000 | 3.46% |
| FIRST NATIONAL CORP /MA/ /ADV | 49,044 | $6,356,000 | 2.64% |
| Hamilton Wealth, LLC | 22,078 | $2,861,000 | 2.27% |
| ORSER CAPITAL MANAGEMENT, LLC | 15,895 | $2,060,000 | 2.27% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 113,979 | $14,771,000 | 2.17% |
| FIFTH THIRD SECURITIES, INC. | 11,745 | $1,522,000 | 1.72% |
| American Investment Services, Inc. | 39,377 | $5,103,000 | 1.62% |