Cypress Wealth Advisors LLC - 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
Cypress Wealth Advisors LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2017$255,000
+2.4%
2,0960.0%0.30%
+161.4%
Q1 2017$249,000
+5.5%
2,0960.0%0.11%
+5.6%
Q4 2016$236,000
+5.4%
2,0960.0%0.11%
+6.9%
Q3 2016$224,000
+4.2%
2,0960.0%0.10%
-4.7%
Q2 2016$215,000
+4.4%
2,0960.0%0.11%
+12.8%
Q1 2016$206,000
-53.2%
2,096
-48.8%
0.09%
-36.5%
Q2 2015$440,0004,0920.15%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
TrueWealth Financial Partners 69,762$12,035,3479.90%
Beacon Capital Management, Inc. 1,133,264$195,510,6907.24%
Tranquilli Financial Advisor LLC 30,485$5,259,2723.80%
Strengthening Families & Communities, LLC 34,886$6,0192.60%
Axiom Financial Strategies, LLC 12,155$2,096,9361.41%
Vickerman Investment Advisors, Inc. 19,969$3,444,9831.41%
Centered Wealth LLC dba Miller Equity Capital Advisors 15,642$2,698,5581.40%
Strategic Wealth Investment Group, LLC 34,572$5,964,2981.08%
Private Wealth Advisors, LLC 11,818$2,038,8450.86%
RESOURCES MANAGEMENT CORP /CT/ /ADV 30,279$5,2240.85%
View complete list of VANGUARD WORLD FDS shareholders