SRS Capital Advisors, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 331 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.2%.

Quarter-by-quarter ownership
SRS Capital Advisors, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2020$7,000
+16.7%
42
-10.6%
0.00%0.0%
Q3 2020$6,0000.0%470.0%0.00%0.0%
Q2 2020$6,000
-78.6%
47
-84.1%
0.00%
-83.3%
Q1 2020$28,000
-55.6%
296
-36.5%
0.01%
-66.7%
Q4 2019$63,000
+5.0%
466
-1.9%
0.02%0.0%
Q3 2019$60,000
-1.6%
4750.0%0.02%
-10.0%
Q2 2019$61,000
-24.7%
475
-35.4%
0.02%
-37.5%
Q4 2018$81,000
-51.5%
735
-42.3%
0.03%
-52.2%
Q3 2018$167,0001,2730.07%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
TrueWealth Financial Partners 69,762$12,035,3479.90%
Beacon Capital Management, Inc. 1,133,264$195,510,6907.24%
Tranquilli Financial Advisor LLC 30,485$5,259,2723.80%
Strengthening Families & Communities, LLC 34,886$6,0192.60%
Axiom Financial Strategies, LLC 12,155$2,096,9361.41%
Vickerman Investment Advisors, Inc. 19,969$3,444,9831.41%
Centered Wealth LLC dba Miller Equity Capital Advisors 15,642$2,698,5581.40%
Strategic Wealth Investment Group, LLC 34,572$5,964,2981.08%
Private Wealth Advisors, LLC 11,818$2,038,8450.86%
RESOURCES MANAGEMENT CORP /CT/ /ADV 30,279$5,2240.85%
View complete list of VANGUARD WORLD FDS shareholders