EVERMAY WEALTH MANAGEMENT LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 357 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 0.55 and the average weighting 0.3%.

Quarter-by-quarter ownership
EVERMAY WEALTH MANAGEMENT LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$234,063
-5.2%
1,3500.0%0.05%
+2.1%
Q2 2023$246,775
+2.8%
1,3500.0%0.05%
-2.1%
Q1 2023$240,057
+4.5%
1,3500.0%0.05%
+2.1%
Q4 2022$229,770
+14.3%
1,3500.0%0.05%
+17.5%
Q3 2022$201,000
-6.9%
1,3500.0%0.04%
-4.8%
Q2 2022$216,000
-17.6%
1,3500.0%0.04%
-4.5%
Q1 2022$262,000
-1.5%
1,3500.0%0.04%
-8.3%
Q4 2021$266,0001,3500.05%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,167,810$202,300,0007.48%
M Financial Asset Management, Inc. 8,048$1,394,0006.75%
Quaker Wealth Management, LLC 29,724$5,149,0005.91%
CAPITAL WEALTH MANAGEMENT, LLC 37,788$6,546,0005.06%
Berkeley Capital Partners, LLC 51,410$8,906,0004.10%
Tranquilli Financial Advisor LLC 25,575$4,430,0003.32%
TAP Consulting, LLC 60,271$10,441,0002.80%
Spring Creek Investment Management, LLC 6,000$1,039,0002.46%
Tatro Capital, LLC 16,920$2,931,0002.29%
Ameritas Investment Company, LLC 267,768$46,385,0002.14%
View complete list of VANGUARD WORLD FDS shareholders