EVERMAY WEALTH MANAGEMENT LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 358 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 1.55 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 Q1 2022
NameSharesValueWeighting ↓
TrueWealth Financial Partners 69,762$12,035,3479.90%
Beacon Capital Management, Inc. 1,133,264$195,510,6907.24%
Tranquilli Financial Advisor LLC 30,485$5,259,2723.80%
Strengthening Families & Communities, LLC 34,886$6,0192.60%
Axiom Financial Strategies, LLC 12,155$2,096,9361.41%
Vickerman Investment Advisors, Inc. 19,969$3,444,9831.41%
Centered Wealth LLC dba Miller Equity Capital Advisors 15,642$2,698,5581.40%
Strategic Wealth Investment Group, LLC 34,572$5,964,2981.08%
Private Wealth Advisors, LLC 11,818$2,038,8450.86%
RESOURCES MANAGEMENT CORP /CT/ /ADV 30,279$5,2240.85%
View complete list of VANGUARD WORLD FDS shareholders