VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 374 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.88 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,160,989 | +7.0% | 9,103 | +19.3% | 0.14% | +5.5% |
| Q2 2023 | $1,085,133 | +0.5% | 7,633 | +4.3% | 0.13% | -9.2% |
| Q1 2023 | $1,079,852 | -10.3% | 7,320 | -6.7% | 0.14% | -20.8% |
| Q4 2022 | $1,203,438 | +15.8% | 7,847 | +7.4% | 0.18% | +4.7% |
| Q3 2022 | $1,039,000 | -30.3% | 7,304 | -25.4% | 0.17% | -30.6% |
| Q2 2022 | $1,491,000 | -2.3% | 9,790 | +3.8% | 0.24% | +5.6% |
| Q1 2022 | $1,526,000 | +4.2% | 9,429 | +0.7% | 0.23% | +5.0% |
| Q4 2021 | $1,465,000 | +11.0% | 9,366 | -1.3% | 0.22% | +1.4% |
| Q3 2021 | $1,320,000 | +12.4% | 9,487 | +12.1% | 0.22% | +6.9% |
| Q2 2021 | $1,174,000 | -1.2% | 8,464 | +0.1% | 0.20% | -12.1% |
| Q1 2021 | $1,188,000 | +10.5% | 8,456 | +7.9% | 0.23% | +0.9% |
| Q4 2020 | $1,075,000 | +16.1% | 7,835 | +9.3% | 0.23% | +0.4% |
| Q3 2020 | $926,000 | +1282.1% | 7,170 | +1230.2% | 0.23% | +1045.0% |
| Q2 2020 | $67,000 | – | 539 | – | 0.02% | – |
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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% |