Avior Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 474 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.2%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$128,637
+37.4%
1,008
+53.2%
0.01%
+50.0%
Q2 2023$93,630
-3.6%
6580.0%0.01%
-14.3%
Q1 2023$97,153
-39.8%
658
-37.4%
0.01%
-41.7%
Q4 2022$161,257
+37.8%
1,051
+26.8%
0.01%
+20.0%
Q3 2022$117,000
+7.3%
829
+15.3%
0.01%
-9.1%
Q2 2022$109,000
+3.8%
719
+10.1%
0.01%
+22.2%
Q1 2022$105,000
+303.8%
653
+279.7%
0.01%
+350.0%
Q4 2021$26,000
+13.0%
172
+1.2%
0.00%0.0%
Q3 2021$23,000
+228.6%
170
+193.1%
0.00%
+100.0%
Q4 2020$7,000
+600.0%
58
+625.0%
0.00%
Q4 2019$1,0000.0%80.0%0.00%
Q3 2019$1,0000.0%80.0%0.00%
Q2 2019$1,00080.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,121,094$155,563,0005.83%
Tranquilli Financial Advisor LLC 28,327$3,931,0002.95%
Gunma Bank,Ltd. 31,000$4,302,0002.84%
Private Wealth Group, LLC 30,341$4,210,0002.78%
FIRST NATIONAL CORP /MA/ /ADV 122,040$16,344,0002.35%
Curran Financial Partners, LLC 30,414$4,220,0002.32%
American Investment Services, Inc. 67,089$9,309,0002.14%
Ameritas Investment Company, LLC 5,005$35,430,0001.70%
Newport Wealth Strategies, Inc. 19,121$2,653,0001.53%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 112,401$15,596,0001.44%
View complete list of VANGUARD WORLD FDS shareholders