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

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 429 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 0.50 and the average weighting 0.2%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$451,038
+87.5%
3,173
+94.5%
0.08%
+65.2%
Q1 2023$240,593
-58.3%
1,631
-56.6%
0.05%
-62.0%
Q4 2022$576,472
+0.1%
3,759
-7.1%
0.12%
-6.2%
Q3 2022$576,000
-21.3%
4,048
-15.7%
0.13%
-10.4%
Q2 2022$732,000
-9.5%
4,804
-3.9%
0.14%
+9.9%
Q1 2022$809,000
+13.0%
4,998
+9.2%
0.13%
+12.0%
Q4 2021$716,000
+7.8%
4,577
-4.1%
0.12%0.0%
Q3 2021$664,000
+22.5%
4,771
+22.1%
0.12%
+23.2%
Q2 2021$542,000
-14.5%
3,908
-20.4%
0.10%
-34.5%
Q3 2020$634,000
+0.5%
4,908
-3.8%
0.14%
-5.8%
Q2 2020$631,000
-6.5%
5,104
-7.8%
0.15%
-26.0%
Q1 2020$675,000
-26.6%
5,535
-14.1%
0.21%0.0%
Q4 2019$920,000
-3.7%
6,441
-3.1%
0.21%
-13.7%
Q3 2019$955,000
-18.9%
6,650
-24.9%
0.24%
-7.7%
Q2 2019$1,178,000
+23.0%
8,858
+20.3%
0.26%
+25.5%
Q1 2019$958,000
-38.5%
7,362
-44.3%
0.21%
-67.4%
Q4 2018$1,557,000
+68.1%
13,215
+66.4%
0.64%
+198.6%
Q4 2017$926,000
+7.2%
7,944
+7.4%
0.21%
-23.8%
Q3 2017$864,000
-14.9%
7,395
-16.6%
0.28%
+0.7%
Q2 2017$1,015,000
+270.4%
8,871
+213.1%
0.28%
-7.3%
Q1 2015$274,000
+18.1%
2,833
+25.1%
0.30%
+23.4%
Q4 2014$232,000
+8.4%
2,265
-3.5%
0.24%
+19.6%
Q3 2014$214,000
+34.6%
2,348
+42.8%
0.20%
+47.8%
Q2 2014$159,000
-16.8%
1,644
-22.1%
0.14%
-15.9%
Q1 2014$191,000
-7.7%
2,110
-15.1%
0.16%
+10.1%
Q4 2013$207,0002,4840.15%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,261,564$181,224,0008.31%
Berkeley Capital Partners, LLC 55,247$7,936,0004.19%
Verity Asset Management, Inc. 22,317$3,206,0003.36%
TAP Consulting, LLC 39,338$5,651,0003.33%
Invst, LLC 50,782$7,270,0003.27%
ORSER CAPITAL MANAGEMENT, LLC 15,625$2,214,0002.60%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 111,193$15,972,0002.21%
Hamilton Wealth, LLC 21,421$3,077,0002.19%
FIRST NATIONAL CORP /MA/ /ADV 35,402$5,086,0002.05%
Harel Insurance Investments & Financial Services Ltd. 214,388$30,973,0001.99%
View complete list of VANGUARD WORLD FDS shareholders