Winch Advisory Services, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 251 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.

Quarter-by-quarter ownership
Winch Advisory Services, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$309
-10.4%
1,791
-5.6%
0.11%
-8.9%
Q2 2023$345
+2.4%
1,8970.0%0.12%
-5.3%
Q1 2023$337
+4.7%
1,897
+0.3%
0.13%
-4.4%
Q4 2022$322
-99.9%
1,892
+7.3%
0.14%
+21.2%
Q3 2022$262,000
-7.1%
1,7630.0%0.11%
-1.7%
Q2 2022$282,000
-16.1%
1,763
+2.0%
0.12%
-1.7%
Q1 2022$336,000
-15.4%
1,729
-14.4%
0.12%
-10.7%
Q4 2021$397,000
+16.8%
2,019
+3.0%
0.13%
+10.1%
Q3 2021$340,000
-4.0%
1,9610.0%0.12%
-6.3%
Q2 2021$354,000
+210.5%
1,961
+197.1%
0.13%
+176.1%
Q1 2021$114,000
+1528.6%
660
+1366.7%
0.05%
+1433.3%
Q4 2020$7,000450.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 6,590$1,034,0008.46%
Beacon Capital Management, Inc. 1,108,030$173,927,0007.57%
Polianta Ltd 78,600$12,337,0006.82%
CAPITAL WEALTH MANAGEMENT, LLC 38,552$6,052,0005.22%
Berkeley Capital Partners, LLC 62,264$9,774,0005.02%
Tranquilli Financial Advisor LLC 24,685$3,875,0003.52%
MARVIN & PALMER ASSOCIATES INC 51,427$7,881,0003.14%
Financial Planning & Information Services, Inc. 51,943$8,154,0002.74%
Tatro Capital, LLC 17,131$2,689,0002.51%
Centered Wealth LLC dba Miller Equity Capital Advisors 7,610$1,195,0001.60%
View complete list of VANGUARD WORLD FDS shareholders