Van Hulzen Asset Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 369 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.73 and the average weighting 0.2%.

Quarter-by-quarter ownership
Van Hulzen Asset Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$457
+4.3%
3,581
+16.3%
0.04%
-5.4%
Q2 2023$438
-21.9%
3,079
-19.1%
0.04%
-30.2%
Q1 2023$561
+29.9%
3,805
+35.0%
0.05%
+6.0%
Q4 2022$432
-99.9%
2,8190.0%0.05%
+2.0%
Q3 2022$401,000
-12.1%
2,819
-5.8%
0.05%
-9.3%
Q2 2022$456,000
-8.4%
2,991
-2.8%
0.05%
+1.9%
Q1 2022$498,000
+4.4%
3,077
+0.9%
0.05%
+1.9%
Q4 2021$477,000
+8.7%
3,051
-3.3%
0.05%
-20.0%
Q3 2021$439,000
+0.2%
3,1560.0%0.06%
-1.5%
Q2 2021$438,000
+2.8%
3,156
+4.1%
0.07%
-2.9%
Q1 2021$426,000
+3.6%
3,031
+1.2%
0.07%
+9.7%
Q4 2020$411,000
+8.2%
2,996
+1.7%
0.06%
+8.8%
Q3 2020$380,000
+6.7%
2,946
+2.3%
0.06%
+5.6%
Q2 2020$356,000
-10.8%
2,881
-11.9%
0.05%
-37.2%
Q1 2020$399,000
+238.1%
3,270
+197.3%
0.09%
+34.4%
Q3 2016$118,000
-6.3%
1,1000.0%0.06%
-11.1%
Q2 2016$126,000
-10.0%
1,100
-15.6%
0.07%
-10.0%
Q1 2016$140,000
+35.9%
1,304
+18.5%
0.08%
+25.0%
Q4 2015$103,000
+1.0%
1,1000.0%0.06%
-3.0%
Q3 2015$102,0001,1000.07%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2021
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