Summit Financial Strategies, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 446 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.3%.

Quarter-by-quarter ownership
Summit Financial Strategies, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$210,824
-10.3%
1,6530.0%0.04%
-9.1%
Q2 2023$235,007
-3.6%
1,6530.0%0.04%
-8.3%
Q1 2023$243,851
-3.8%
1,6530.0%0.05%
-12.7%
Q4 2022$253,504
+7.9%
1,6530.0%0.06%
-1.8%
Q3 2022$235,000
-3.7%
1,653
+3.1%
0.06%
-1.8%
Q2 2022$244,000
-5.8%
1,6030.0%0.06%
+9.6%
Q1 2022$259,000
-4.8%
1,603
-7.7%
0.05%
-1.9%
Q4 2021$272,000
-8.4%
1,736
-18.7%
0.05%
-7.0%
Q3 2021$297,000
+0.3%
2,1360.0%0.06%
-3.4%
Q2 2021$296,000
+33.9%
2,136
+32.9%
0.06%
-22.4%
Q4 2020$221,000
+6.8%
1,6070.0%0.08%
-9.5%
Q3 2020$207,000
-10.4%
1,6070.0%0.08%
-24.3%
Q3 2019$231,000
+7.9%
1,6070.0%0.11%
+6.7%
Q2 2019$214,000
+2.9%
1,6070.0%0.10%
-1.9%
Q1 2019$208,0001,6070.11%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
NameSharesValueWeighting ↓
D'Orazio & Associates, Inc. 178,975$17,191,0008.71%
American Investment Services, Inc. 45,577$4,240,0002.36%
DOWLING & YAHNKE LLC 111,686$10,389,0001.42%
FACTORY MUTUAL INSURANCE CO 809,400$75,290,0001.03%
FUKOKU MUTUAL LIFE INSURANCE Co 55,000$5,116,0000.96%
WBH ADVISORY INC 24,626$2,290,0000.95%
ARGI Investment Services, LLC 86,420$8,039,0000.91%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 17,430$1,621,0000.88%
CYPRESS CAPITAL MANAGEMENT LLC 24,575$2,286,0000.72%
Northstar Group, Inc. 6,950$648,0000.53%
View complete list of VANGUARD WORLD FDS shareholders