Institute for Wealth Management, LLC. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 100 filers reported holding VANGUARD WORLD FDS in Q2 2014. The put-call ratio across all filers is 0.24 and the average weighting 0.3%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$468,986
+5.8%
2,718
+11.6%
0.08%
+13.3%
Q2 2023$443,301
-9.5%
2,436
-11.6%
0.08%
-20.2%
Q1 2023$490,096
-18.0%
2,756
-26.2%
0.09%
-19.7%
Q2 2022$598,000
+151.3%
3,735
+205.1%
0.12%
+200.0%
Q1 2022$238,000
-60.5%
1,224
-60.0%
0.04%
-60.2%
Q4 2021$602,000
+7.5%
3,059
-5.4%
0.10%0.0%
Q3 2021$560,000
-0.7%
3,233
+3.6%
0.10%
-1.0%
Q2 2021$564,000
+1.8%
3,122
-2.4%
0.10%
-5.7%
Q1 2021$554,000
-23.2%
3,200
-30.4%
0.10%
-26.6%
Q4 2020$721,000
+11.3%
4,596
-4.5%
0.14%
-3.4%
Q3 2020$648,000
+3.8%
4,811
-6.9%
0.15%
-3.3%
Q2 2020$624,000
+86.8%
5,169
+48.9%
0.15%
+48.5%
Q1 2020$334,000
-51.0%
3,471
-31.6%
0.10%
-33.1%
Q4 2019$681,000
+11.5%
5,075
+5.1%
0.15%0.0%
Q3 2019$611,000
+160.0%
4,831
+127.7%
0.15%
+60.4%
Q4 2018$235,000
-54.3%
2,122
-46.8%
0.10%
-36.8%
Q1 2018$514,000
-48.0%
3,990
-44.8%
0.15%
-33.3%
Q4 2017$988,000
+13.2%
7,229
+6.4%
0.23%
-19.7%
Q3 2017$873,000
-22.8%
6,793
-27.1%
0.28%
-8.7%
Q2 2017$1,131,000
+462.7%
9,313
+337.4%
0.31%
+3.7%
Q4 2015$201,000
+33.1%
2,129
+57.0%
0.30%
+108.3%
Q3 2014$151,000
-1.3%
1,356
-0.8%
0.14%
+9.1%
Q2 2014$153,000
-16.8%
1,367
-21.1%
0.13%
-16.5%
Q1 2014$184,000
-12.4%
1,733
-14.7%
0.16%
+4.6%
Q4 2013$210,0002,0310.15%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2014
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