VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 494 filers reported holding VANGUARD WORLD FDS in Q2 2024. The put-call ratio across all filers is 0.26 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $668,303 | +0.5% | 4,518 | -3.2% | 0.36% | -6.8% |
| Q1 2024 | $665,278 | +20.6% | 4,666 | +16.0% | 0.38% | +6.7% |
| Q4 2023 | $551,570 | +19.5% | 4,024 | +11.2% | 0.36% | -3.8% |
| Q3 2023 | $461,440 | -0.6% | 3,618 | +10.8% | 0.37% | +2.2% |
| Q2 2023 | $464,185 | +99.2% | 3,265 | +106.6% | 0.36% | +83.4% |
| Q1 2023 | $233,082 | -1.3% | 1,580 | +2.6% | 0.20% | -8.7% |
| Q4 2022 | $236,174 | – | 1,540 | – | 0.22% | – |
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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% |