Cutter & CO Brokerage, Inc. - 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
Cutter & CO Brokerage, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,303,325
-6.4%
7,555
-1.3%
0.38%
-7.3%
Q2 2023$1,392,321
+4.7%
7,651
+2.3%
0.41%
-1.0%
Q1 2023$1,329,805
+7.8%
7,478
+3.2%
0.42%
-0.5%
Q4 2022$1,233,366
+16.9%
7,247
+2.0%
0.42%
+6.4%
Q3 2022$1,055,000
-1.2%
7,105
+6.6%
0.39%
+7.4%
Q2 2022$1,068,000
-11.4%
6,665
+7.3%
0.36%
+1.7%
Q1 2022$1,206,000
+1.3%
6,213
+2.7%
0.36%
+10.1%
Q4 2021$1,191,000
+111.2%
6,050
+85.9%
0.33%
+143.3%
Q3 2021$564,000
+51.6%
3,255
+58.2%
0.13%
+55.8%
Q2 2021$372,000
+39.8%
2,057
+33.8%
0.09%
+32.3%
Q1 2021$266,0001,5370.06%
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