VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 9 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,102,391 | -4.7% | 10,480 | -3.7% | 0.30% | +7.6% |
| Q2 2023 | $1,156,972 | +96.6% | 10,883 | +78.7% | 0.28% | +96.4% |
| Q1 2023 | $588,624 | -85.8% | 6,089 | -79.2% | 0.14% | -84.9% |
| Q3 2021 | $4,131,000 | -22.8% | 29,344 | -32.2% | 0.93% | +20.3% |
| Q2 2021 | $5,350,000 | +14.8% | 43,261 | +20.7% | 0.77% | -33.4% |
| Q1 2021 | $4,661,000 | +148.7% | 35,854 | +129.9% | 1.16% | +126.7% |
| Q4 2020 | $1,874,000 | +61.3% | 15,595 | +121.1% | 0.51% | +40.9% |
| Q3 2020 | $1,162,000 | +68.7% | 7,053 | -4.8% | 0.36% | +52.7% |
| Q2 2020 | $689,000 | -6.6% | 7,407 | -5.7% | 0.24% | -13.8% |
| Q4 2019 | $738,000 | +68.1% | 7,857 | +55.2% | 0.28% | +55.4% |
| Q3 2019 | $439,000 | +98.6% | 5,063 | +98.9% | 0.18% | +94.5% |
| Q2 2019 | $221,000 | -14.0% | 2,546 | -17.4% | 0.09% | -15.0% |
| Q1 2019 | $257,000 | +133.6% | 3,082 | +107.8% | 0.11% | +109.8% |
| Q4 2018 | $110,000 | – | 1,483 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Beacon Capital Management, Inc. | 1,410,243 | $169,300,000 | 5.41% |
| Curran Financial Partners, LLC | 69,940 | $8,396,000 | 3.45% |
| Evensky & Katz LLC | 285,950 | $34,328,000 | 3.39% |
| Axiom Financial Strategies, LLC | 51,985 | $5,305,000 | 2.67% |
| Full Sail Capital, LLC | 261,058 | $31,340,000 | 2.62% |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 23,500 | $2,821,000 | 2.39% |
| Tatro Capital, LLC | 26,092 | $3,132,000 | 2.34% |
| SAXON INTERESTS, INC. | 35,651 | $4,281,000 | 2.28% |
| Tranquilli Financial Advisor LLC | 24,254 | $2,912,000 | 2.07% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 139,130 | $16,707,000 | 1.91% |