EP Wealth Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 331 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.2%.

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 Q3 2023
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 6,590$1,034,0008.46%
Beacon Capital Management, Inc. 1,108,030$173,927,0007.57%
Polianta Ltd 78,600$12,337,0006.82%
CAPITAL WEALTH MANAGEMENT, LLC 38,552$6,052,0005.22%
Berkeley Capital Partners, LLC 62,264$9,774,0005.02%
Tranquilli Financial Advisor LLC 24,685$3,875,0003.52%
MARVIN & PALMER ASSOCIATES INC 51,427$7,881,0003.14%
Financial Planning & Information Services, Inc. 51,943$8,154,0002.74%
Tatro Capital, LLC 17,131$2,689,0002.51%
Centered Wealth LLC dba Miller Equity Capital Advisors 7,610$1,195,0001.60%
View complete list of VANGUARD WORLD FDS shareholders