Executive Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 466 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.46 and the average weighting 0.2%.

Quarter-by-quarter ownership
Executive Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$921,241
-14.9%
7,223
-5.2%
0.10%
-15.2%
Q2 2023$1,082,822
-10.9%
7,616
-7.5%
0.11%
-17.0%
Q1 2023$1,214,771
-7.3%
8,234
-3.6%
0.14%
-16.1%
Q4 2022$1,310,119
-23.8%
8,542
+396.9%
0.16%
-32.6%
Q3 2022$1,719,000
-8.1%
1,719
-86.0%
0.24%
-4.8%
Q2 2022$1,870,000
+23275.0%
12,279
+17441.4%
0.25%
+25000.0%
Q4 2018$8,000700.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 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