Waldron Private Wealth LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 335 filers reported holding VANGUARD WORLD FDS in Q1 2020. The put-call ratio across all filers is 0.45 and the average weighting 0.3%.

Quarter-by-quarter ownership
Waldron Private Wealth LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2020$321,000
-14.6%
2,6350.0%0.03%0.0%
Q4 2019$376,000
-1.3%
2,6350.0%0.03%
-12.8%
Q3 2019$381,000
+8.9%
2,6350.0%0.04%
+5.4%
Q2 2019$350,000
+9.0%
2,635
+6.2%
0.04%
+2.8%
Q1 2019$321,0002,4800.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2020
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 666,667$82,447,0004.21%
Newport Wealth Strategies, Inc. 36,935$4,568,0004.17%
STABLEFORD CAPITAL II LLC 39,286$4,858,0003.64%
Stonebridge Financial Planning Group, LLC 26,398$3,345,0002.85%
TAP Consulting, LLC 45,754$5,658,0002.78%
Briaud Financial Planning, Inc 27,995$3,462,0002.64%
Freedom Investment Management, Inc. 175,166$21,663,0002.36%
Hamilton Wealth, LLC 63,558$7,860,0002.34%
Castle Rock Wealth Management, LLC 29,800$3,953,0002.32%
Tatro Capital, LLC 12,984$1,606,0002.30%
View complete list of VANGUARD WORLD FDS shareholders