Homrich & Berg - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 188 filers reported holding VANGUARD WORLD FDS in Q3 2017. The put-call ratio across all filers is 0.40 and the average weighting 0.3%.

Quarter-by-quarter ownership
Homrich & Berg ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2021$596,000
-14.1%
4,284
-14.3%
0.01%
-18.8%
Q2 2021$694,000
-5.8%
4,999
-4.7%
0.02%
-15.8%
Q1 2021$737,000
+6.8%
5,245
+4.3%
0.02%
-5.0%
Q4 2020$690,000
+130.8%
5,028
+95.9%
0.02%0.0%
Q4 2017$299,000
-0.3%
2,5660.0%0.02%
-16.7%
Q3 2017$300,000
+2.4%
2,5660.0%0.02%
-7.7%
Q2 2017$293,000
+1.4%
2,5660.0%0.03%
+4.0%
Q1 2017$289,000
+5.1%
2,5660.0%0.02%0.0%
Q4 2016$275,000
+0.4%
2,5660.0%0.02%0.0%
Q3 2016$274,000
-6.8%
2,5660.0%0.02%
-10.7%
Q2 2016$294,000
+6.5%
2,5660.0%0.03%
+3.7%
Q1 2016$276,000
+14.5%
2,5660.0%0.03%
+22.7%
Q4 2015$241,000
+0.8%
2,5660.0%0.02%
-12.0%
Q3 2015$239,0002,5660.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2017
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,121,094$155,563,0005.83%
Tranquilli Financial Advisor LLC 28,327$3,931,0002.95%
Gunma Bank,Ltd. 31,000$4,302,0002.84%
Private Wealth Group, LLC 30,341$4,210,0002.78%
FIRST NATIONAL CORP /MA/ /ADV 122,040$16,344,0002.35%
Curran Financial Partners, LLC 30,414$4,220,0002.32%
American Investment Services, Inc. 67,089$9,309,0002.14%
Ameritas Investment Company, LLC 5,005$35,430,0001.70%
Newport Wealth Strategies, Inc. 19,121$2,653,0001.53%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 112,401$15,596,0001.44%
View complete list of VANGUARD WORLD FDS shareholders