Plante Moran Financial Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 485 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.3%.

Quarter-by-quarter ownership
Plante Moran Financial Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$13,647
-10.3%
1070.0%0.00%0.0%
Q2 2023$15,212
-3.6%
1070.0%0.00%0.0%
Q1 2023$15,785
-3.8%
1070.0%0.00%0.0%
Q4 2022$16,410
+9.4%
1070.0%0.00%
-33.3%
Q3 2022$15,000
-73.2%
107
-73.2%
0.00%
-78.6%
Q2 2021$56,000
+36.6%
400
+19.0%
0.01%
-26.3%
Q1 2020$41,000
+7.9%
336
+25.4%
0.02%
+46.2%
Q4 2019$38,000
-22.4%
268
-20.9%
0.01%
-7.1%
Q3 2019$49,000
+8.9%
3390.0%0.01%0.0%
Q2 2019$45,000
+2.3%
3390.0%0.01%0.0%
Q1 2019$44,000
-13.7%
339
-21.5%
0.01%
-22.2%
Q4 2018$51,000
+6.2%
432
+6.1%
0.02%
+12.5%
Q3 2018$48,000
+2.1%
4070.0%0.02%
-33.3%
Q2 2018$47,000
+2.2%
4070.0%0.02%
-4.0%
Q1 2018$46,000
-2.1%
4070.0%0.02%
-3.8%
Q4 2017$47,000
-2.1%
4070.0%0.03%
-10.3%
Q3 2017$48,000
-23.8%
407
-26.1%
0.03%
-25.6%
Q2 2017$63,000
+1.6%
5510.0%0.04%
+5.4%
Q1 2017$62,000
+5.1%
5510.0%0.04%0.0%
Q4 2016$59,0000.0%5510.0%0.04%
-7.5%
Q3 2016$59,0005510.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2022
NameSharesValueWeighting ↓
D'Orazio & Associates, Inc. 178,975$17,191,0008.71%
American Investment Services, Inc. 45,577$4,240,0002.36%
DOWLING & YAHNKE LLC 111,686$10,389,0001.42%
FACTORY MUTUAL INSURANCE CO 809,400$75,290,0001.03%
FUKOKU MUTUAL LIFE INSURANCE Co 55,000$5,116,0000.96%
WBH ADVISORY INC 24,626$2,290,0000.95%
ARGI Investment Services, LLC 86,420$8,039,0000.91%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 17,430$1,621,0000.88%
CYPRESS CAPITAL MANAGEMENT LLC 24,575$2,286,0000.72%
Northstar Group, Inc. 6,950$648,0000.53%
View complete list of VANGUARD WORLD FDS shareholders