VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 477 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.46 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $55,723 | +3.4% | 380 | 0.0% | 0.04% | 0.0% |
Q1 2024 | $53,876 | +3.4% | 380 | 0.0% | 0.04% | 0.0% |
Q4 2023 | $52,087 | +7.5% | 380 | 0.0% | 0.04% | +4.9% |
Q3 2023 | $48,465 | -12.8% | 380 | -2.8% | 0.04% | -8.9% |
Q2 2023 | $55,588 | -3.6% | 391 | 0.0% | 0.04% | -6.2% |
Q1 2023 | $57,680 | -3.8% | 391 | 0.0% | 0.05% | -5.9% |
Q4 2022 | $59,964 | +3.4% | 391 | -4.2% | 0.05% | -3.8% |
Q3 2022 | $58,000 | -6.5% | 408 | 0.0% | 0.05% | 0.0% |
Q2 2022 | $62,000 | -6.1% | 408 | 0.0% | 0.05% | -1.9% |
Q1 2022 | $66,000 | +4.8% | 408 | 0.0% | 0.05% | +5.9% |
Q4 2021 | $63,000 | – | 408 | – | 0.05% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Unconventional Investor, LLC | 78,051 | $11,969,926 | 12.14% |
BCM ADVISORS, LLC | 199,403 | $30,219,525 | 8.35% |
Robbie L. Kennerson P.A., Inc. | 40,505 | $6,211,901 | 6.30% |
BOS Asset Management, LLC | 42,020 | $6,444,187 | 5.75% |
FIRST NATIONAL CORP /MA/ /ADV | 128,491 | $19,705,313 | 4.87% |
Kalos Management, Inc. | 13,228 | $2,028,646 | 4.57% |
DHK Financial Advisors, Inc. | 17,939 | $2,751,195 | 3.82% |
Polianta Ltd | 30,400 | $4,662 | 3.47% |
Shira Ridge Wealth Management | 30,034 | $4,606,035 | 3.17% |
Private Wealth Group, LLC | 14,062 | $2,156,548 | 3.06% |