Plante Moran Financial Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 204 filers reported holding VANGUARD WORLD FDS in Q1 2020. The put-call ratio across all filers is 108.33 and the average weighting 0.3%.

Quarter-by-quarter ownership
Plante Moran Financial Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$18,287
-3.4%
106
+1.9%
0.00%0.0%
Q2 2023$18,925
+2.3%
1040.0%0.00%
-33.3%
Q1 2023$18,493
+4.5%
1040.0%0.00%0.0%
Q4 2022$17,701
+18.0%
1040.0%0.00%0.0%
Q3 2022$15,000
+50.0%
104
+2.0%
0.00%
-40.0%
Q1 2020$10,000
-16.7%
102
-2.9%
0.01%
+25.0%
Q4 2018$12,000
-14.3%
1050.0%0.00%
-20.0%
Q3 2018$14,000
+1300.0%
105
+854.5%
0.01%
+400.0%
Q4 2015$1,000110.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2020
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