Veritable, L.P. - 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
Veritable, L.P. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$4,896,050
-3.6%
34,4380.0%0.08%
-8.4%
Q1 2023$5,080,294
+16.2%
34,438
+20.8%
0.08%
+10.7%
Q4 2022$4,371,373
+7.8%
28,5040.0%0.08%
-5.1%
Q3 2022$4,055,000
-6.6%
28,5040.0%0.08%
+1.3%
Q2 2022$4,343,000
-4.1%
28,504
+1.8%
0.08%
+11.4%
Q1 2022$4,530,000
+4.1%
27,994
+0.6%
0.07%
+9.4%
Q4 2021$4,352,000
+2.7%
27,826
-8.6%
0.06%
-5.9%
Q3 2021$4,236,000
+13.2%
30,446
+12.9%
0.07%
+13.3%
Q2 2021$3,743,000
-1.2%
26,9720.0%0.06%
-6.2%
Q1 2021$3,790,000
+544.6%
26,972
+529.9%
0.06%
+481.8%
Q4 2020$588,000
+6.3%
4,2820.0%0.01%0.0%
Q3 2020$553,000
+4.3%
4,2820.0%0.01%0.0%
Q2 2020$530,000
+1.5%
4,2820.0%0.01%
-15.4%
Q1 2020$522,000
-14.7%
4,2820.0%0.01%
+18.2%
Q4 2019$612,000
-0.5%
4,2820.0%0.01%
-8.3%
Q3 2019$615,000
+8.1%
4,2820.0%0.01%
+9.1%
Q2 2019$569,000
+2.5%
4,2820.0%0.01%0.0%
Q1 2019$555,000
+9.9%
4,2820.0%0.01%
-8.3%
Q4 2018$505,0000.0%4,2820.0%0.01%
+20.0%
Q3 2018$505,000
+1.6%
4,2820.0%0.01%0.0%
Q2 2018$497,000
+3.8%
4,2820.0%0.01%0.0%
Q1 2018$479,000
-4.0%
4,2820.0%0.01%0.0%
Q4 2017$499,000
-0.2%
4,2820.0%0.01%
-9.1%
Q3 2017$500,000
+2.2%
4,2820.0%0.01%0.0%
Q2 2017$489,000
+1.5%
4,2820.0%0.01%0.0%
Q1 2017$482,000
+5.2%
4,2820.0%0.01%0.0%
Q4 2016$458,0000.0%4,2820.0%0.01%0.0%
Q3 2016$458,000
-6.5%
4,2820.0%0.01%
-8.3%
Q2 2016$490,000
+6.5%
4,2820.0%0.01%0.0%
Q1 2016$460,000
+14.4%
4,2820.0%0.01%
+9.1%
Q4 2015$402,000
-22.5%
4,282
-23.2%
0.01%
-26.7%
Q3 2015$519,000
+11.4%
5,579
+7.7%
0.02%
+15.4%
Q2 2015$466,000
+23.9%
5,179
+33.4%
0.01%
+62.5%
Q1 2015$376,000
-5.3%
3,8820.0%0.01%0.0%
Q4 2014$397,000
+11.8%
3,8820.0%0.01%0.0%
Q3 2014$355,000
-5.3%
3,8820.0%0.01%0.0%
Q2 2014$375,000
+6.8%
3,8820.0%0.01%0.0%
Q1 2014$351,000
+8.7%
3,8820.0%0.01%
+14.3%
Q4 2013$323,000
+1.9%
3,8820.0%0.01%0.0%
Q3 2013$317,000
-0.6%
3,8820.0%0.01%
-12.5%
Q2 2013$319,000
-3.0%
3,8820.0%0.01%0.0%
Q1 2013$329,000
+12.7%
3,8820.0%0.01%0.0%
Q4 2012$292,0003,8820.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,121,094$155,563,0005.83%
Tranquilli Financial Advisor LLC 28,327$3,931,0002.95%
Gunma Bank,Ltd. 31,000$4,302,0002.84%
Private Wealth Group, LLC 30,341$4,210,0002.78%
FIRST NATIONAL CORP /MA/ /ADV 122,040$16,344,0002.35%
Curran Financial Partners, LLC 30,414$4,220,0002.32%
American Investment Services, Inc. 67,089$9,309,0002.14%
Ameritas Investment Company, LLC 5,005$35,430,0001.70%
Newport Wealth Strategies, Inc. 19,121$2,653,0001.53%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 112,401$15,596,0001.44%
View complete list of VANGUARD WORLD FDS shareholders