VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 484 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $607,592 | +3.7% | 4,108 | 0.0% | 0.22% | +3.7% |
| Q1 2024 | $585,658 | +4.0% | 4,108 | 0.0% | 0.22% | -3.2% |
| Q4 2023 | $563,025 | +3.7% | 4,108 | -3.5% | 0.22% | -5.1% |
| Q3 2023 | $542,683 | -10.5% | 4,255 | -0.2% | 0.23% | -8.6% |
| Q2 2023 | $606,314 | -18.0% | 4,265 | -15.0% | 0.26% | -29.7% |
| Q1 2023 | $739,770 | -8.0% | 5,015 | -4.4% | 0.36% | -12.1% |
| Q4 2022 | $804,373 | +7.8% | 5,245 | 0.0% | 0.41% | -7.2% |
| Q3 2022 | $746,000 | -6.6% | 5,245 | 0.0% | 0.45% | -3.3% |
| Q2 2022 | $799,000 | -5.9% | 5,245 | 0.0% | 0.46% | -2.7% |
| Q1 2022 | $849,000 | +3.5% | 5,245 | 0.0% | 0.47% | +5.8% |
| Q4 2021 | $820,000 | +12.3% | 5,245 | 0.0% | 0.45% | +0.2% |
| Q3 2021 | $730,000 | +0.3% | 5,245 | 0.0% | 0.45% | -0.4% |
| Q2 2021 | $728,000 | +1.1% | 5,245 | 0.0% | 0.45% | -10.9% |
| Q4 2020 | $720,000 | +6.4% | 5,245 | 0.0% | 0.50% | -5.8% |
| Q3 2020 | $677,000 | +4.3% | 5,245 | 0.0% | 0.54% | -3.6% |
| Q2 2020 | $649,000 | +1.4% | 5,245 | 0.0% | 0.56% | -19.1% |
| Q1 2020 | $640,000 | -14.6% | 5,245 | 0.0% | 0.69% | +1.8% |
| Q4 2019 | $749,000 | – | 5,245 | – | 0.67% | – |
Download | ||||||
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% |