EVERMAY WEALTH MANAGEMENT LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 331 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.2%.

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 Q3 2023
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 6,590$1,034,0008.46%
Beacon Capital Management, Inc. 1,108,030$173,927,0007.57%
Polianta Ltd 78,600$12,337,0006.82%
CAPITAL WEALTH MANAGEMENT, LLC 38,552$6,052,0005.22%
Berkeley Capital Partners, LLC 62,264$9,774,0005.02%
Tranquilli Financial Advisor LLC 24,685$3,875,0003.52%
MARVIN & PALMER ASSOCIATES INC 51,427$7,881,0003.14%
Financial Planning & Information Services, Inc. 51,943$8,154,0002.74%
Tatro Capital, LLC 17,131$2,689,0002.51%
Centered Wealth LLC dba Miller Equity Capital Advisors 7,610$1,195,0001.60%
View complete list of VANGUARD WORLD FDS shareholders