FormulaFolio Investments, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 216 filers reported holding VANGUARD WORLD FDS in Q4 2017. The put-call ratio across all filers is 0.55 and the average weighting 0.2%.

Quarter-by-quarter ownership
FormulaFolio Investments, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2020$2,664,000
+466.8%
19,416
+404.0%
0.06%
+124.0%
Q1 2020$470,000
-34.4%
3,852
-23.2%
0.02%
-3.8%
Q4 2019$717,000
+6.9%
5,015
+7.3%
0.03%0.0%
Q3 2019$671,000
-0.4%
4,673
-7.8%
0.03%
-7.1%
Q2 2019$674,000
-3.6%
5,067
-6.1%
0.03%
-9.7%
Q1 2019$699,000
+144.4%
5,396
+122.1%
0.03%
+138.5%
Q4 2018$286,0000.0%2,4290.0%0.01%0.0%
Q3 2018$286,000
-8.9%
2,429
-10.3%
0.01%
-13.3%
Q2 2018$314,000
-7.6%
2,709
-10.9%
0.02%
-25.0%
Q1 2018$340,000
-4.0%
3,0400.0%0.02%
-13.0%
Q4 2017$354,000
-9.9%
3,040
-9.8%
0.02%
-23.3%
Q3 2017$393,000
-94.5%
3,369
-94.6%
0.03%
-95.4%
Q2 2017$7,192,000
+2258.0%
62,944
+2227.0%
0.65%
+1814.7%
Q1 2017$305,000
+20.1%
2,705
+13.9%
0.03%0.0%
Q4 2016$254,000
+22.7%
2,375
+17.3%
0.03%
-57.5%
Q4 2014$207,0002,0250.08%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2017
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,346,387$174,492,0007.94%
USA FINANCIAL FORMULAS 43,276$5,609,0003.53%
Berkeley Capital Partners, LLC 54,084$7,009,0003.47%
Invst, LLC 53,576$6,897,0003.46%
FIRST NATIONAL CORP /MA/ /ADV 49,044$6,356,0002.64%
Hamilton Wealth, LLC 22,078$2,861,0002.27%
ORSER CAPITAL MANAGEMENT, LLC 15,895$2,060,0002.27%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 113,979$14,771,0002.17%
FIFTH THIRD SECURITIES, INC. 11,745$1,522,0001.72%
American Investment Services, Inc. 39,377$5,103,0001.62%
View complete list of VANGUARD WORLD FDS shareholders