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

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 367 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 1.55 and the average weighting 0.2%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$3,812,234
-13.6%
29,890
-3.7%
0.01%
-52.2%
Q2 2023$4,414,380
-16.6%
31,050
-13.4%
0.02%
+109.1%
Q1 2023$5,290,362
-53.3%
35,862
-51.5%
0.01%
-56.0%
Q4 2022$11,338,212
+162.9%
73,932
+143.9%
0.02%
+127.3%
Q3 2022$4,313,000
+10.4%
30,316
+18.3%
0.01%
+10.0%
Q2 2022$3,906,000
+8.0%
25,636
+14.7%
0.01%
+25.0%
Q1 2022$3,617,000
+9.7%
22,351
+6.0%
0.01%
+14.3%
Q4 2021$3,297,000
+20.4%
21,082
+7.1%
0.01%0.0%
Q3 2021$2,739,000
+1.2%
19,683
+0.9%
0.01%0.0%
Q2 2021$2,706,000
-38.4%
19,501
-37.6%
0.01%
-50.0%
Q1 2021$4,392,000
-1.2%
31,255
-3.6%
0.01%0.0%
Q4 2020$4,447,000
+7.4%
32,410
+1.0%
0.01%
-12.5%
Q3 2020$4,141,000
+0.0%
32,080
-4.2%
0.02%
-15.8%
Q2 2020$4,140,000
-37.6%
33,478
-38.5%
0.02%
-50.0%
Q1 2020$6,636,000
-11.7%
54,426
+3.5%
0.04%
+11.8%
Q4 2019$7,514,000
-18.5%
52,587
-18.1%
0.03%
-29.2%
Q3 2019$9,222,000
+74.4%
64,200
+61.4%
0.05%
+65.5%
Q2 2019$5,287,000
+8.1%
39,771
+5.4%
0.03%
+11.5%
Q1 2019$4,892,000
+49.2%
37,745
+35.7%
0.03%
+30.0%
Q4 2018$3,278,000
+5.3%
27,817
+5.3%
0.02%
+33.3%
Q3 2018$3,113,000
+25.9%
26,413
+23.9%
0.02%
+7.1%
Q2 2018$2,473,000
+11.1%
21,325
+7.1%
0.01%
-6.7%
Q1 2018$2,226,000
-14.4%
19,911
-10.7%
0.02%
-11.8%
Q4 2017$2,601,000
+4.1%
22,308
+4.2%
0.02%
-5.6%
Q3 2017$2,499,000
+25.5%
21,400
+22.8%
0.02%
+20.0%
Q2 2017$1,991,000
-21.8%
17,421
-23.0%
0.02%
-25.0%
Q1 2017$2,547,000
+31.3%
22,616
+24.8%
0.02%
+17.6%
Q4 2016$1,940,000
+22.5%
18,125
+22.4%
0.02%
+13.3%
Q3 2016$1,584,000
-12.9%
14,812
-6.7%
0.02%
-16.7%
Q2 2016$1,818,000
+108.7%
15,879
+96.0%
0.02%
+125.0%
Q1 2016$871,000
+238.9%
8,103
+183.5%
0.01%
+166.7%
Q2 2015$257,000
-9.5%
2,858
-2.6%
0.00%0.0%
Q1 2015$284,0002,9330.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Hound Partners 370,665$47,274,61410.48%
Unconventional Investor, LLC 83,071$10,594,8599.28%
Beacon Capital Management, Inc. 1,125,922$143,600,0925.32%
Gunma Bank,Ltd. 49,000$6,2494.55%
Allied Investment Advisors, LLC 104,318$13,304,7183.98%
FIRST NATIONAL CORP /MA/ /ADV 100,981$12,879,1363.46%
FFG RETIREMENT ADVISORS LLC 27,210$3,470,3632.88%
Solitude Financial Services 36,491$4,654,0622.63%
Tranquilli Financial Advisor LLC 25,378$3,236,7102.34%
DHK Financial Advisors, Inc. 18,220$2,345,8682.09%
View complete list of VANGUARD WORLD FDS shareholders