Winch Advisory Services, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 336 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.13 and the average weighting 0.2%.

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 Q2 2023
NameSharesValueWeighting ↓
TrueWealth Financial Partners 58,210$9,326,0009.78%
M Financial Asset Management, Inc. 8,134$1,303,0005.47%
Beacon Capital Management, LLC 86,949$16,874,0004.18%
Strengthening Families & Communities, LLC 30,221$5,856,0003.55%
CAPITAL WEALTH MANAGEMENT, LLC 29,636$4,748,0003.52%
WIN ADVISORS, INC 9,957$1,605,0003.15%
Pariax, LLC 17,411$2,789,0003.08%
Enterprise Trust & Investment Co 34,185$5,477,0002.29%
Berkeley Capital Partners, LLC 32,871$5,266,0002.17%
Cavalier Investments, LLC 31,020$4,970,0001.74%
View complete list of VANGUARD WORLD FDS shareholders