VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 6 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $651,092 | -10.3% | 5,105 | 0.0% | 0.34% | -8.4% |
Q2 2023 | $725,778 | -3.6% | 5,105 | 0.0% | 0.37% | -12.6% |
Q1 2023 | $753,090 | -3.8% | 5,105 | 0.0% | 0.42% | -17.1% |
Q4 2022 | $782,903 | +7.8% | 5,105 | 0.0% | 0.51% | -4.7% |
Q3 2022 | $726,000 | -6.7% | 5,105 | 0.0% | 0.53% | -19.7% |
Q2 2022 | $778,000 | -5.8% | 5,105 | 0.0% | 0.66% | -5.1% |
Q1 2022 | $826,000 | +3.5% | 5,105 | 0.0% | 0.70% | -5.8% |
Q4 2021 | $798,000 | +14.7% | 5,105 | +2.0% | 0.74% | +8.5% |
Q3 2021 | $696,000 | +8.9% | 5,005 | +8.7% | 0.68% | +3.9% |
Q2 2021 | $639,000 | +3.2% | 4,605 | +4.5% | 0.66% | -15.0% |
Q1 2021 | $619,000 | +12.5% | 4,405 | +10.0% | 0.78% | +5.4% |
Q4 2020 | $550,000 | +6.4% | 4,005 | 0.0% | 0.74% | -5.6% |
Q3 2020 | $517,000 | +4.4% | 4,005 | 0.0% | 0.78% | -3.2% |
Q2 2020 | $495,000 | +1.4% | 4,005 | 0.0% | 0.80% | -12.1% |
Q1 2020 | $488,000 | -14.7% | 4,005 | 0.0% | 0.92% | +25.0% |
Q4 2019 | $572,000 | – | 4,005 | – | 0.73% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Beacon Capital Management, Inc. | 1,121,094 | $155,563,000 | 5.83% |
Tranquilli Financial Advisor LLC | 28,327 | $3,931,000 | 2.95% |
Gunma Bank,Ltd. | 31,000 | $4,302,000 | 2.84% |
Private Wealth Group, LLC | 30,341 | $4,210,000 | 2.78% |
FIRST NATIONAL CORP /MA/ /ADV | 122,040 | $16,344,000 | 2.35% |
Curran Financial Partners, LLC | 30,414 | $4,220,000 | 2.32% |
American Investment Services, Inc. | 67,089 | $9,309,000 | 2.14% |
Ameritas Investment Company, LLC | 5,005 | $35,430,000 | 1.70% |
Newport Wealth Strategies, Inc. | 19,121 | $2,653,000 | 1.53% |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 112,401 | $15,596,000 | 1.44% |