EP Wealth Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 251 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.

Quarter-by-quarter ownership
EP Wealth Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$185,749
-13.5%
1,077
-35.5%
0.00%0.0%
Q2 2023$214,743
-99.7%
1,671
-99.4%
0.00%
-99.7%
Q1 2023$67,197,913
+30851.8%
298,048
+23258.0%
1.16%
+28800.0%
Q4 2022$217,105
-12.8%
1,276
-17.7%
0.00%
-33.3%
Q2 2022$249,000
-17.0%
1,551
+0.3%
0.01%
-14.3%
Q1 2022$300,000
-5.1%
1,546
-3.7%
0.01%0.0%
Q4 2021$316,000
+14.1%
1,606
+0.6%
0.01%
-12.5%
Q3 2021$277,000
+3.0%
1,597
+7.3%
0.01%
+14.3%
Q2 2021$269,000
+30.0%
1,489
+24.5%
0.01%0.0%
Q1 2021$207,000
+10.1%
1,1960.0%0.01%0.0%
Q4 2020$188,0001,1960.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
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