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 ↓
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