Gradient Investments LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 367 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 1.55 and the average weighting 0.2%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$16,070
+52.7%
126
+70.3%
0.00%
Q2 2023$10,521
-3.6%
740.0%0.00%
Q1 2023$10,916
-42.6%
74
-40.3%
0.00%
-100.0%
Q4 2022$19,017
+171.7%
124
+148.0%
0.00%
Q3 2022$7,000
-12.5%
500.0%0.00%
Q2 2022$8,0000.0%500.0%0.00%
Q1 2022$8,0000.0%500.0%0.00%
Q4 2021$8,000
+14.3%
500.0%0.00%
Q3 2021$7,0000.0%500.0%0.00%
Q2 2021$7,000
-46.2%
50
-45.1%
0.00%
Q1 2021$13,000
-68.3%
91
-71.3%
0.00%
-100.0%
Q4 2020$41,0000.0%3170.0%0.00%0.0%
Q3 2020$41,000
+5.1%
3170.0%0.00%0.0%
Q2 2020$39,0000.0%3170.0%0.00%0.0%
Q1 2020$39,000
+200.0%
317
+260.2%
0.00%
+100.0%
Q4 2019$13,000
+85.7%
88
+76.0%
0.00%
Q3 2019$7,0000.0%500.0%0.00%
Q2 2019$7,000
+16.7%
500.0%0.00%
Q1 2019$6,0000.0%500.0%0.00%
Q4 2018$6,000
-73.9%
50
-74.2%
0.00%
-100.0%
Q3 2018$23,000
+283.3%
194
+288.0%
0.00%
Q2 2018$6,000
-62.5%
50
-65.0%
0.00%
-100.0%
Q1 2018$16,000
-5.9%
143
+0.7%
0.00%0.0%
Q4 2017$17,000
+6.2%
142
+1.4%
0.00%0.0%
Q2 2017$16,0000.0%1400.0%0.00%0.0%
Q1 2017$16,000
+6.7%
1400.0%0.00%0.0%
Q4 2016$15,000
-40.0%
140
-39.7%
0.00%
-50.0%
Q3 2016$25,000
+56.2%
232
+65.7%
0.00%0.0%
Q2 2016$16,000
+6.7%
1400.0%0.00%0.0%
Q1 2016$15,000
+15.4%
1400.0%0.00%0.0%
Q4 2015$13,0000.0%1400.0%0.00%0.0%
Q3 2015$13,0000.0%1400.0%0.00%0.0%
Q2 2015$13,000
-7.1%
1400.0%0.00%0.0%
Q1 2015$14,0000.0%1400.0%0.00%0.0%
Q4 2014$14,000
+7.7%
1400.0%0.00%0.0%
Q3 2014$13,000
-7.1%
1400.0%0.00%
-33.3%
Q2 2014$14,000
+7.7%
1400.0%0.00%0.0%
Q1 2014$13,000
+8.3%
1400.0%0.00%0.0%
Q4 2013$12,000
+9.1%
1400.0%0.00%0.0%
Q3 2013$11,0001400.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
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