Gradient Investments LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 374 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.88 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 Q3 2021
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,121,094$155,563,0005.83%
Tranquilli Financial Advisor LLC 28,327$3,931,0002.95%
Gunma Bank,Ltd. 31,000$4,302,0002.84%
Private Wealth Group, LLC 30,341$4,210,0002.78%
FIRST NATIONAL CORP /MA/ /ADV 122,040$16,344,0002.35%
Curran Financial Partners, LLC 30,414$4,220,0002.32%
American Investment Services, Inc. 67,089$9,309,0002.14%
Ameritas Investment Company, LLC 5,005$35,430,0001.70%
Newport Wealth Strategies, Inc. 19,121$2,653,0001.53%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 112,401$15,596,0001.44%
View complete list of VANGUARD WORLD FDS shareholders