PATTEN & PATTEN INC/TN - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 311 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 1.15 and the average weighting 0.2%.

Quarter-by-quarter ownership
PATTEN & PATTEN INC/TN ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2022$588,000
-7.4%
3,9650.0%0.06%0.0%
Q2 2022$635,000
-8.9%
3,965
+10.4%
0.06%
+9.8%
Q1 2022$697,000
+12.2%
3,590
+13.8%
0.05%
+18.6%
Q4 2021$621,000
+13.5%
3,1550.0%0.04%
+2.4%
Q3 2021$547,000
-31.6%
3,155
-28.7%
0.04%
-31.1%
Q2 2021$800,000
+34.2%
4,425
+28.4%
0.06%
+24.5%
Q1 2021$596,0003,4450.05%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2021
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 5,928$783,00010.55%
Beacon Capital Management, Inc. 1,426,656$187,691,0007.95%
CAPITAL WEALTH MANAGEMENT, LLC 45,634$6,004,0005.47%
Financial Planning & Information Services, Inc. 75,981$9,996,0003.73%
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 24,857$3,270,0002.39%
Harel Insurance Investments & Financial Services Ltd. 317,950$41,989,0002.22%
Richard Bernstein Advisors LLC 502,565$66,121,0002.12%
FIFTH THIRD SECURITIES, INC. 9,857$1,303,0002.02%
Heritage Trust Co 27,249$3,584,0001.35%
DOWLING & YAHNKE LLC 98,179$12,916,0001.20%
View complete list of VANGUARD WORLD FDS shareholders