VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 464 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.52 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $317,000 | +5.0% | 2,080 | +11.3% | 0.01% | +20.0% |
| Q1 2022 | $302,000 | -3.2% | 1,869 | -6.3% | 0.01% | 0.0% |
| Q4 2021 | $312,000 | +22.4% | 1,995 | +8.7% | 0.01% | +25.0% |
| Q3 2021 | $255,000 | -3.4% | 1,836 | -3.7% | 0.00% | 0.0% |
| Q2 2021 | $264,000 | -2.2% | 1,906 | -0.7% | 0.00% | 0.0% |
| Q1 2021 | $270,000 | – | 1,919 | – | 0.00% | – |
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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% |