DAVIDSON INVESTMENT ADVISORS - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 474 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.3%.

Quarter-by-quarter ownership
DAVIDSON INVESTMENT ADVISORS ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$7,015,720
-6.3%
55,008
+4.4%
0.45%
-5.5%
Q2 2023$7,490,937
-3.3%
52,690
+0.3%
0.47%
-6.7%
Q1 2023$7,746,275
+24.7%
52,510
+29.6%
0.51%
+4.8%
Q4 2022$6,212,920
+18.3%
40,512
+9.8%
0.48%
+9.8%
Q3 2022$5,250,000
+6.7%
36,905
+14.3%
0.44%
+5.3%
Q2 2022$4,920,000
+7.1%
32,294
+13.7%
0.42%
+25.8%
Q1 2022$4,595,000
+27.6%
28,396
+23.3%
0.33%
+29.6%
Q4 2021$3,601,000
+39.5%
23,022
+24.0%
0.26%
+27.9%
Q3 2021$2,582,000
+125.7%
18,560
+125.1%
0.20%
+118.5%
Q2 2021$1,144,0008,2450.09%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2023
NameSharesValueWeighting ↓
CABANA LLC 17,986$2,910,00011.45%
Unconventional Investor, LLC 75,622$12,229,00011.24%
Beacon Capital Management, Inc. 1,445,861$233,955,0007.47%
EXCHANGE TRADED CONCEPTS, LLC 1,790,370$289,700,0005.81%
Private Wealth Group, LLC 33,383$5,402,0003.98%
Tranquilli Financial Advisor LLC 31,088$5,030,0003.58%
Polianta Ltd 29,600$4,789,0003.14%
ABSOLUTE CAPITAL MANAGEMENT, LLC 16,000$2,589,0003.08%
Pariax, LLC 17,095$2,766,0002.61%
DHK Financial Advisors, Inc. 17,518$2,835,0002.39%
View complete list of VANGUARD WORLD FDS shareholders