Gradient Investments LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 340 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.24 and the average weighting 0.2%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2023$1,520
+76.1%
8
+60.0%
0.00%
Q3 2023$863
-5.2%
50.0%0.00%
Q2 2023$910
-57.4%
5
-58.3%
0.00%
Q1 2023$2,134
+150.8%
12
+140.0%
0.00%
Q4 2022$851
-83.0%
5
-85.7%
0.00%
Q3 2018$5,000
-50.0%
35
-63.9%
0.00%
-100.0%
Q3 2016$10,000970.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,316,853$160,129,0007.92%
Financial Planning & Information Services, Inc. 75,455$9,175,0003.30%
Heritage Trust Co 29,222$3,554,0001.37%
DOWLING & YAHNKE LLC 100,077$12,169,0001.28%
Cranbrook Wealth Management, LLC 20,709$2,518,0001.09%
Visionary Asset Management, Inc. 26,316$3,200,0000.93%
Richard Bernstein Advisors LLC 88,143$10,718,0000.82%
M Holdings Securities, Inc. 19,035$2,315,0000.79%
Madden Advisory Services, Inc. 9,751$1,185,0000.78%
Exchange Capital Management, Inc. 15,506$1,886,0000.64%
View complete list of VANGUARD WORLD FDS shareholders