NOVARE CAPITAL MANAGEMENT LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 321 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.50 and the average weighting 0.2%.

Quarter-by-quarter ownership
NOVARE CAPITAL MANAGEMENT LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,266,223
-9.1%
13,136
-4.1%
0.26%
-4.9%
Q2 2023$2,492,262
+2.3%
13,696
-0.0%
0.27%
-3.2%
Q1 2023$2,435,957
+2.9%
13,699
-1.5%
0.28%
-0.7%
Q4 2022$2,366,461
+81.6%
13,904
+58.4%
0.28%
+67.1%
Q3 2022$1,303,0008,7800.17%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2022
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 5,928$783,00010.55%
Beacon Capital Management, Inc. 1,426,656$187,691,0007.95%
CAPITAL WEALTH MANAGEMENT, LLC 45,634$6,004,0005.47%
Financial Planning & Information Services, Inc. 75,981$9,996,0003.73%
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 24,857$3,270,0002.39%
Harel Insurance Investments & Financial Services Ltd. 317,950$41,989,0002.22%
Richard Bernstein Advisors LLC 502,565$66,121,0002.12%
FIFTH THIRD SECURITIES, INC. 9,857$1,303,0002.02%
Heritage Trust Co 27,249$3,584,0001.35%
DOWLING & YAHNKE LLC 98,179$12,916,0001.20%
View complete list of VANGUARD WORLD FDS shareholders