Avior Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 251 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$95,926
-20.4%
556
-16.0%
0.01%
-25.0%
Q2 2023$120,469
+10.3%
662
+7.8%
0.01%
+14.3%
Q1 2023$109,186
-32.8%
614
-35.6%
0.01%
-41.7%
Q4 2022$162,521
-45.1%
954
-52.2%
0.01%
-50.0%
Q3 2022$296,000
-23.5%
1,995
-17.5%
0.02%
-38.5%
Q2 2022$387,000
-45.5%
2,418
-34.0%
0.04%
-36.1%
Q1 2022$710,000
-48.9%
3,662
-48.1%
0.06%
-47.0%
Q4 2021$1,390,000
-31.6%
7,061
-39.8%
0.12%
-31.5%
Q3 2021$2,032,000
-20.4%
11,731
-16.9%
0.17%
-34.6%
Q2 2021$2,552,000
-0.6%
14,117
-5.0%
0.26%
-6.5%
Q1 2021$2,568,000
+2442.6%
14,853
+2195.7%
0.28%
+2191.7%
Q4 2020$101,000
+3.1%
647
-12.0%
0.01%
-14.3%
Q3 2020$98,0000.0%735
-9.8%
0.01%
-6.7%
Q2 2020$98,000
+25.6%
815
+0.5%
0.02%0.0%
Q1 2020$78,000
-29.1%
811
-1.7%
0.02%
-16.7%
Q4 2019$110,000
-29.5%
825
-33.3%
0.02%
-33.3%
Q3 2019$156,000
-15.2%
1,237
-13.7%
0.03%
-18.2%
Q2 2019$184,000
+2.2%
1,434
-2.4%
0.03%
-13.2%
Q1 2019$180,000
+8.4%
1,469
-2.3%
0.04%
-5.0%
Q4 2018$166,000
-14.0%
1,504
+2.0%
0.04%
-2.4%
Q3 2018$193,000
+0.5%
1,475
+0.9%
0.04%
-4.7%
Q2 2018$192,000
+12.3%
1,462
+10.2%
0.04%
+7.5%
Q1 2018$171,000
-5.5%
1,327
+0.2%
0.04%0.0%
Q4 2017$181,000
+6.5%
1,324
+0.2%
0.04%
-28.6%
Q3 2017$170,000
+26.9%
1,321
+19.9%
0.06%
+1.8%
Q2 2017$134,000
+69.6%
1,102
+66.7%
0.06%
+111.5%
Q1 2017$79,0006610.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 6,590$1,034,0008.46%
Beacon Capital Management, Inc. 1,108,030$173,927,0007.57%
Polianta Ltd 78,600$12,337,0006.82%
CAPITAL WEALTH MANAGEMENT, LLC 38,552$6,052,0005.22%
Berkeley Capital Partners, LLC 62,264$9,774,0005.02%
Tranquilli Financial Advisor LLC 24,685$3,875,0003.52%
MARVIN & PALMER ASSOCIATES INC 51,427$7,881,0003.14%
Financial Planning & Information Services, Inc. 51,943$8,154,0002.74%
Tatro Capital, LLC 17,131$2,689,0002.51%
Centered Wealth LLC dba Miller Equity Capital Advisors 7,610$1,195,0001.60%
View complete list of VANGUARD WORLD FDS shareholders