J.W. COLE ADVISORS, INC. - VANGUARD WORLD FDS ownership

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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%.

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Quarter-by-quarter ownership
J.W. COLE ADVISORS, INC. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$6,663,771
-1.8%
38,626
+3.5%
0.49%
+1.4%
Q2 2023$6,788,569
+5.5%
37,306
+3.1%
0.48%
+5.7%
Q1 2023$6,437,216
+3.1%
36,201
-1.3%
0.46%
-4.6%
Q4 2022$6,243,335
+18.2%
36,682
+3.0%
0.48%
+8.8%
Q3 2022$5,284,000
+7.2%
35,605
+15.7%
0.44%
+12.2%
Q2 2022$4,930,000
+12.7%
30,774
+36.5%
0.39%
+34.1%
Q1 2022$4,376,000
+8.5%
22,551
+10.1%
0.29%
+11.8%
Q4 2021$4,032,000
+9.7%
20,479
+0.7%
0.26%
-9.3%
Q2 2021$3,677,000
-22.6%
20,337
-26.0%
0.29%
-36.9%
Q1 2021$4,750,000
+9.0%
27,464
-1.1%
0.46%
+1.1%
Q4 2020$4,359,000
+1038.1%
27,767
+875.0%
0.45%
+1462.1%
Q3 2020$383,000
-89.4%
2,848
-90.5%
0.03%
-94.7%
Q2 2020$3,628,000
+1477.4%
30,073
+1157.2%
0.54%
+22.7%
Q1 2020$230,000
-94.2%
2,392
-91.9%
0.44%
-10.8%
Q4 2019$3,953,000–29,473–0.50%–
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Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
TrueWealth Financial Partners 67,352$11,976,52610.33%
M Financial Asset Management, Inc. 8,126$1,4455.12%
New Millennium Group LLC 18,873$3,355,8213.37%
Strengthening Families & Communities, LLC 143,664$136,0852.77%
Cavalier Investments, LLC 28,837$5,127,7952.10%
Beacon Capital Management, Inc. 297,448$52,892,2661.86%
Tranquilli Financial Advisor LLC 10,889$1,936,2821.45%
Vickerman Investment Advisors, Inc. 20,365$3,621,2331.43%
Centered Wealth LLC dba Miller Equity Capital Advisors 14,352$2,552,0731.43%
EP Wealth Advisors, LLC 298,048$67,197,9131.16%
View complete list of VANGUARD WORLD FDS shareholders