SVB WEALTH LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 339 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.

Quarter-by-quarter ownership
SVB WEALTH LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2022$10,0000.0%540.0%0.00%
Q4 2021$10,000
+11.1%
540.0%0.00%
Q3 2021$9,0000.0%540.0%0.00%
Q2 2021$9,0000.0%540.0%0.00%
Q1 2021$9,000
+12.5%
540.0%0.00%
Q4 2020$8,000
+14.3%
540.0%0.00%
Q3 2020$7,000
+16.7%
540.0%0.00%
Q2 2020$6,000
+20.0%
540.0%0.00%
Q1 2020$5,000
-97.8%
54
-96.9%
0.00%
-100.0%
Q4 2019$232,000
-66.6%
1,732
-68.0%
0.00%
-82.6%
Q2 2019$694,0005,4150.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2022
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