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 | $2,698,558 | -5.2% | 15,642 | 0.0% | 1.40% | -3.1% |
Q2 2023 | $2,846,375 | +11.5% | 15,642 | +9.0% | 1.44% | +1.1% |
Q1 2023 | $2,552,073 | +7.0% | 14,352 | +2.4% | 1.43% | -7.8% |
Q4 2022 | $2,384,842 | +27.3% | 14,012 | +11.0% | 1.55% | +12.6% |
Q3 2022 | $1,873,000 | +15.6% | 12,622 | +24.8% | 1.37% | -0.7% |
Q2 2022 | $1,620,000 | -8.4% | 10,112 | +11.0% | 1.38% | -7.7% |
Q1 2022 | $1,768,000 | +7.4% | 9,112 | +9.0% | 1.50% | -2.2% |
Q4 2021 | $1,646,000 | +15.8% | 8,362 | +1.9% | 1.53% | +9.5% |
Q3 2021 | $1,422,000 | +9.1% | 8,207 | +13.9% | 1.40% | +4.0% |
Q2 2021 | $1,303,000 | +0.1% | 7,207 | -4.3% | 1.34% | -17.5% |
Q1 2021 | $1,302,000 | +9.0% | 7,530 | -1.1% | 1.63% | +2.2% |
Q4 2020 | $1,195,000 | +17.2% | 7,610 | +0.4% | 1.60% | +3.8% |
Q3 2020 | $1,020,000 | +22.7% | 7,577 | +10.0% | 1.54% | +13.8% |
Q2 2020 | $831,000 | +21.0% | 6,887 | -3.5% | 1.35% | +4.8% |
Q1 2020 | $687,000 | -30.9% | 7,137 | -3.6% | 1.29% | +1.3% |
Q4 2019 | $994,000 | – | 7,407 | – | 1.27% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TrueWealth Financial Partners | 55,988 | $10,864,000 | 10.44% |
Beacon Capital Management, Inc. | 1,264,993 | $245,472,000 | 7.84% |
M Financial Asset Management, Inc. | 8,223 | $1,596,000 | 6.61% |
CAPITAL WEALTH MANAGEMENT, LLC | 38,860 | $7,541,000 | 5.08% |
Beacon Capital Management, LLC | 91,285 | $17,712,000 | 4.21% |
Tranquilli Financial Advisor LLC | 27,281 | $5,294,000 | 3.77% |
Strengthening Families & Communities, LLC | 29,965 | $5,815,000 | 3.59% |
Pariax, LLC | 17,185 | $3,335,000 | 3.14% |
Quaker Wealth Management, LLC | 31,751 | $6,161,000 | 2.67% |
Enterprise Trust & Investment Co | 36,255 | $7,035,000 | 2.52% |