Joel Isaacson & Co., LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 374 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.88 and the average weighting 0.2%.

Quarter-by-quarter ownership
Joel Isaacson & Co., LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$259,065
-9.6%
2,031
+0.7%
0.02%
-5.3%
Q2 2023$286,551
-3.6%
2,0160.0%0.02%
-9.5%
Q1 2023$297,334
-3.1%
2,016
+0.8%
0.02%
-12.5%
Q4 2022$306,720
+7.6%
2,0000.0%0.02%
-4.0%
Q3 2022$285,000
-6.6%
2,0000.0%0.02%
-3.8%
Q2 2022$305,000
-7.0%
2,0000.0%0.03%
+8.3%
Q1 2022$328,000
+4.8%
2,0000.0%0.02%
+14.3%
Q4 2021$313,000
+12.6%
2,0000.0%0.02%0.0%
Q3 2021$278,0000.0%2,0000.0%0.02%
-4.5%
Q2 2021$278,000
-1.1%
2,0000.0%0.02%
-12.0%
Q1 2021$281,000
+2.6%
2,0000.0%0.02%
-7.4%
Q4 2020$274,000
+6.2%
2,0000.0%0.03%
-20.6%
Q3 2020$258,000
+4.5%
2,0000.0%0.03%
-2.9%
Q2 2020$247,000
+1.2%
2,0000.0%0.04%
-16.7%
Q1 2020$244,0002,0000.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
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