Nelson Capital Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 474 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.3%.

Quarter-by-quarter ownership
Nelson Capital Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$4,769,601
-8.1%
37,394
+2.5%
1.17%
-12.7%
Q2 2023$5,188,110
-3.7%
36,490
-0.1%
1.34%
-12.5%
Q1 2023$5,390,015
-2.6%
36,538
+1.2%
1.53%
-5.7%
Q4 2022$5,535,455
+6.6%
36,095
-1.1%
1.62%
+6.4%
Q3 2022$5,194,000
+51.7%
36,507
+62.5%
1.53%
+61.5%
Q2 2022$3,423,000
-9.3%
22,466
-3.6%
0.94%
+28.0%
Q1 2022$3,772,000
+1.8%
23,313
-1.6%
0.74%
+7.7%
Q4 2021$3,705,000
+12.5%
23,687
+0.0%
0.68%
+4.6%
Q3 2021$3,294,000
+1.2%
23,676
+0.9%
0.66%
-0.6%
Q2 2021$3,255,000
-0.1%
23,461
+1.2%
0.66%
-5.5%
Q1 2021$3,258,000
-2.2%
23,184
-4.5%
0.70%
-2.7%
Q4 2020$3,330,000
-26.4%
24,270
-30.8%
0.72%
-9.6%
Q3 2020$4,526,000
+1.0%
35,055
-3.3%
0.79%
-18.9%
Q2 2020$4,483,000
+1.9%
36,249
+0.4%
0.98%
-17.3%
Q1 2020$4,401,000
-14.8%
36,097
-0.1%
1.18%
+8.9%
Q4 2019$5,163,000
+5.6%
36,132
+6.2%
1.08%
-6.4%
Q3 2019$4,888,000
+16.5%
34,029
+7.8%
1.16%
+16.8%
Q2 2019$4,197,00031,5750.99%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2023
NameSharesValueWeighting ↓
CABANA LLC 17,986$2,910,00011.45%
Unconventional Investor, LLC 75,622$12,229,00011.24%
Beacon Capital Management, Inc. 1,445,861$233,955,0007.47%
EXCHANGE TRADED CONCEPTS, LLC 1,790,370$289,700,0005.81%
Private Wealth Group, LLC 33,383$5,402,0003.98%
Tranquilli Financial Advisor LLC 31,088$5,030,0003.58%
Polianta Ltd 29,600$4,789,0003.14%
ABSOLUTE CAPITAL MANAGEMENT, LLC 16,000$2,589,0003.08%
Pariax, LLC 17,095$2,766,0002.61%
Transparent Wealth Partners LLC 17,518$2,835,0002.39%
View complete list of VANGUARD WORLD FDS shareholders