CABOT WEALTH MANAGEMENT INC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 332 filers reported holding VANGUARD WORLD FDS in Q1 2020. The put-call ratio across all filers is 0.45 and the average weighting 0.3%.

Quarter-by-quarter ownership
CABOT WEALTH MANAGEMENT INC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2021$232,000
-1.3%
1,6710.0%0.03%
-6.1%
Q1 2021$235,000
+2.6%
1,6710.0%0.03%
-5.7%
Q4 2020$229,000
+6.0%
1,6710.0%0.04%
-10.3%
Q3 2020$216,000
-9.6%
1,671
-13.7%
0.04%
-18.8%
Q2 2020$239,000
-11.2%
1,937
-12.1%
0.05%
-25.0%
Q1 2020$269,000
-14.6%
2,2030.0%0.06%
+4.9%
Q4 2019$315,000
-0.3%
2,2030.0%0.06%
-9.0%
Q3 2019$316,000
+7.8%
2,2030.0%0.07%
+8.1%
Q2 2019$293,000
+2.4%
2,2030.0%0.06%
-1.6%
Q1 2019$286,000
+10.0%
2,2030.0%0.06%0.0%
Q4 2018$260,000
+4.0%
2,203
+4.1%
0.06%
+16.7%
Q3 2018$250,000
+2.0%
2,1170.0%0.05%
-1.8%
Q2 2018$245,000
+3.4%
2,1170.0%0.06%
+3.8%
Q1 2018$237,000
-4.0%
2,1170.0%0.05%0.0%
Q4 2017$247,0000.0%2,1170.0%0.05%
-3.6%
Q3 2017$247,000
+2.1%
2,1170.0%0.06%
-1.8%
Q2 2017$242,000
+1.7%
2,1170.0%0.06%
-5.1%
Q1 2017$238,000
+4.8%
2,1170.0%0.06%
-3.3%
Q4 2016$227,000
+0.4%
2,1170.0%0.06%
+5.2%
Q3 2016$226,000
-6.6%
2,1170.0%0.06%
-9.4%
Q2 2016$242,000
+6.1%
2,1170.0%0.06%
+1.6%
Q1 2016$228,000
+6.0%
2,117
-8.4%
0.06%
+6.8%
Q3 2015$215,000
+3.4%
2,3100.0%0.06%
+15.7%
Q2 2015$208,000
-7.6%
2,310
-0.7%
0.05%
-7.3%
Q1 2015$225,000
-5.5%
2,3260.0%0.06%
-6.8%
Q4 2014$238,000
+12.3%
2,3260.0%0.06%
+9.3%
Q3 2014$212,000
-5.8%
2,3260.0%0.05%
-5.3%
Q2 2014$225,000
+6.6%
2,3260.0%0.06%
+3.6%
Q1 2014$211,000
-86.7%
2,326
-87.8%
0.06%
-86.7%
Q4 2013$1,585,000
-43.3%
19,033
-44.4%
0.42%
-50.4%
Q3 2013$2,793,000
-3.8%
34,221
-3.1%
0.84%
-16.1%
Q2 2013$2,902,00035,3091.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2020
NameSharesValueWeighting ↓
D'Orazio & Associates, Inc. 178,975$17,191,0008.71%
American Investment Services, Inc. 45,577$4,240,0002.36%
DOWLING & YAHNKE LLC 111,686$10,389,0001.42%
FACTORY MUTUAL INSURANCE CO 809,400$75,290,0001.03%
FUKOKU MUTUAL LIFE INSURANCE Co 55,000$5,116,0000.96%
WBH ADVISORY INC 24,626$2,290,0000.95%
ARGI Investment Services, LLC 86,420$8,039,0000.91%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 17,430$1,621,0000.88%
CYPRESS CAPITAL MANAGEMENT LLC 24,575$2,286,0000.72%
Northstar Group, Inc. 6,950$648,0000.53%
View complete list of VANGUARD WORLD FDS shareholders