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 | $626,624 | -2.4% | 4,236 | -5.9% | 0.48% | -4.6% |
| Q1 2024 | $642,071 | -3.1% | 4,503 | -6.8% | 0.50% | -22.0% |
| Q4 2023 | $662,390 | -16.1% | 4,832 | -22.0% | 0.64% | -25.4% |
| Q3 2023 | $789,696 | -17.7% | 6,192 | -9.7% | 0.86% | -13.9% |
| Q2 2023 | $960,088 | -18.6% | 6,858 | -12.9% | 1.00% | -26.0% |
| Q1 2023 | $1,179,527 | -4.0% | 7,871 | -1.8% | 1.35% | -8.5% |
| Q4 2022 | $1,228,966 | -6.3% | 8,014 | -13.0% | 1.47% | -13.5% |
| Q3 2022 | $1,311,035 | -7.9% | 9,216 | -1.4% | 1.70% | -5.1% |
| Q2 2022 | $1,424,054 | +0.8% | 9,347 | +7.0% | 1.80% | +31.7% |
| Q1 2022 | $1,412,879 | +9.3% | 8,732 | +5.7% | 1.36% | +12.6% |
| Q4 2021 | $1,292,501 | – | 8,264 | – | 1.21% | – |
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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% |