J.P. Morgan Private Wealth Advisors LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 251 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$7,484,772
-3.0%
43,385
+2.3%
0.02%
-47.5%
Q2 2023$7,718,230
-15.8%
42,415
-17.7%
0.04%
+110.5%
Q1 2023$9,161,109
-6.2%
51,519
-10.2%
0.02%
-13.6%
Q4 2022$9,765,055
+44.7%
57,374
+26.1%
0.02%
+22.2%
Q3 2022$6,750,000
-19.2%
45,482
-12.7%
0.02%
-14.3%
Q2 2022$8,350,000
-18.6%
52,118
-1.4%
0.02%
-4.5%
Q1 2022$10,257,000
+12.6%
52,855
+14.2%
0.02%
+10.0%
Q4 2021$9,110,000
+20.5%
46,271
+6.0%
0.02%
+11.1%
Q3 2021$7,563,000
-2.7%
43,659
+1.6%
0.02%
-10.0%
Q2 2021$7,772,000
+21.9%
42,990
+16.6%
0.02%
-4.8%
Q1 2021$6,378,000
+23.7%
36,875
+12.3%
0.02%
+23.5%
Q4 2020$5,155,000
+26.0%
32,839
+8.1%
0.02%
+6.2%
Q3 2020$4,091,000
+146.1%
30,391
+120.5%
0.02%
+100.0%
Q2 2020$1,662,000
+11.3%
13,780
-11.2%
0.01%0.0%
Q1 2020$1,493,000
-31.8%
15,519
-4.9%
0.01%
-20.0%
Q4 2019$2,189,000
+20.5%
16,319
+13.6%
0.01%
+11.1%
Q3 2019$1,816,000
+70.5%
14,366
+72.9%
0.01%
+50.0%
Q2 2019$1,065,000
-11.8%
8,307
-15.3%
0.01%0.0%
Q1 2019$1,207,000
+33.7%
9,802
+20.3%
0.01%
+20.0%
Q4 2018$903,000
+0.1%
8,146
+18.4%
0.01%
+25.0%
Q3 2018$902,000
-2.1%
6,881
-1.7%
0.00%
-20.0%
Q2 2018$921,000
+8.9%
7,000
+6.6%
0.01%
-16.7%
Q1 2018$846,000
-4.6%
6,566
+1.2%
0.01%0.0%
Q4 2017$887,000
+26.4%
6,490
+18.8%
0.01%
+20.0%
Q3 2017$702,000
+8.5%
5,463
+2.7%
0.01%0.0%
Q2 2017$647,000
+49.8%
5,319
+46.4%
0.01%
+66.7%
Q1 2017$432,000
+76.3%
3,633
+66.4%
0.00%
+50.0%
Q4 2016$245,0002,1830.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 6,590$1,034,0008.46%
Beacon Capital Management, Inc. 1,108,030$173,927,0007.57%
Polianta Ltd 78,600$12,337,0006.82%
CAPITAL WEALTH MANAGEMENT, LLC 38,552$6,052,0005.22%
Berkeley Capital Partners, LLC 62,264$9,774,0005.02%
Tranquilli Financial Advisor LLC 24,685$3,875,0003.52%
MARVIN & PALMER ASSOCIATES INC 51,427$7,881,0003.14%
Financial Planning & Information Services, Inc. 51,943$8,154,0002.74%
Tatro Capital, LLC 17,131$2,689,0002.51%
Centered Wealth LLC dba Miller Equity Capital Advisors 7,610$1,195,0001.60%
View complete list of VANGUARD WORLD FDS shareholders