Modera Wealth 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
Modera Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$239,415
-4.3%
1,684
-0.7%
0.00%
-60.0%
Q1 2023$250,194
-43.0%
1,696
-40.8%
0.01%
-44.4%
Q4 2022$439,288
+16.5%
2,864
+8.2%
0.02%
-5.3%
Q3 2022$377,000
-6.5%
2,6480.0%0.02%0.0%
Q2 2022$403,000
-15.9%
2,648
-10.6%
0.02%
-9.5%
Q1 2022$479,000
+134.8%
2,961
+126.9%
0.02%
+162.5%
Q4 2021$204,0001,3050.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Hound Partners 370,665$47,274,61410.48%
Unconventional Investor, LLC 83,071$10,594,8599.28%
Beacon Capital Management, Inc. 1,125,922$143,600,0925.32%
Gunma Bank,Ltd. 49,000$6,2494.55%
Allied Investment Advisors, LLC 104,318$13,304,7183.98%
FIRST NATIONAL CORP /MA/ /ADV 100,981$12,879,1363.46%
FFG RETIREMENT ADVISORS LLC 27,210$3,470,3632.88%
Solitude Financial Services 36,491$4,654,0622.63%
Tranquilli Financial Advisor LLC 25,378$3,236,7102.34%
DHK Financial Advisors, Inc. 18,220$2,345,8682.09%
View complete list of VANGUARD WORLD FDS shareholders