SRS Capital Advisors, Inc. - 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
SRS Capital Advisors, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$44,779
-18.7%
351
-9.3%
0.01%
-14.3%
Q2 2023$55,074
+7.2%
387
+11.2%
0.01%0.0%
Q1 2023$51,393
-3.1%
348
+0.6%
0.01%0.0%
Q4 2022$53,015
+10.4%
346
+1.8%
0.01%
-12.5%
Q3 2022$48,000
-7.7%
3400.0%0.01%0.0%
Q2 2022$52,000
-5.5%
3400.0%0.01%
+14.3%
Q1 2022$55,000
+3.8%
3400.0%0.01%0.0%
Q4 2021$53,000
+12.8%
3400.0%0.01%
+16.7%
Q3 2021$47,0000.0%3400.0%0.01%0.0%
Q2 2021$47,000
+193.8%
340
+190.6%
0.01%
+200.0%
Q4 2020$16,000
+6.7%
117
+0.9%
0.00%
-33.3%
Q3 2020$15,000
+7.1%
116
+0.9%
0.00%
+50.0%
Q2 2020$14,0000.0%115
+0.9%
0.00%
-33.3%
Q1 2020$14,000
-12.5%
114
+0.9%
0.00%
-40.0%
Q4 2019$16,0000.0%113
+1.8%
0.01%0.0%
Q3 2019$16,000
+6.7%
1110.0%0.01%0.0%
Q2 2019$15,000
+15.4%
111
+0.9%
0.01%0.0%
Q4 2018$13,0000.0%110
+0.9%
0.01%0.0%
Q3 2018$13,0001090.01%
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