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 2024 | $785,421 | +7.3% | 5,310 | +3.4% | 0.00% | 0.0% |
| Q1 2024 | $732,254 | +5.5% | 5,136 | +1.4% | 0.00% | 0.0% |
| Q4 2023 | $694,274 | -11.3% | 5,065 | -17.5% | 0.00% | -25.0% |
| Q3 2023 | $782,936 | +89583.4% | 6,139 | +9.1% | 0.00% | -42.9% |
| Q4 2022 | $873 | -99.9% | 5,625 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $783,000 | +8.4% | 5,625 | +17.7% | 0.01% | +16.7% |
| Q2 2022 | $722,000 | +18.6% | 4,778 | +30.6% | 0.01% | +50.0% |
| Q1 2022 | $609,000 | +62.4% | 3,658 | +42.9% | 0.00% | +33.3% |
| Q4 2021 | $375,000 | -50.9% | 2,560 | -50.2% | 0.00% | -40.0% |
| Q3 2021 | $763,000 | +97.2% | 5,137 | +99.3% | 0.01% | +150.0% |
| Q2 2021 | $387,000 | +70.5% | 2,577 | +65.3% | 0.00% | +100.0% |
| Q1 2021 | $227,000 | – | 1,559 | – | 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% |