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 | $3,805,390 | +0.4% | 25,726 | -3.2% | 2.65% | -0.6% |
| Q1 2024 | $3,789,776 | +6.7% | 26,580 | +2.5% | 2.67% | -2.7% |
| Q4 2023 | $3,553,129 | +2.4% | 25,922 | -4.7% | 2.74% | -4.7% |
| Q3 2023 | $3,470,363 | -2.6% | 27,210 | +8.5% | 2.88% | +0.9% |
| Q2 2023 | $3,564,344 | +32.1% | 25,071 | +37.1% | 2.85% | +23.5% |
| Q1 2023 | $2,697,846 | -9.5% | 18,288 | -6.0% | 2.31% | -15.1% |
| Q4 2022 | $2,982,392 | – | 19,447 | – | 2.72% | – |
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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% |