WealthPLAN Partners, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 136 filers reported holding VANGUARD WORLD FDS in Q4 2016. The put-call ratio across all filers is 1.69 and the average weighting 0.3%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2019$254,000
+1.2%
1,929
+0.5%
0.03%
-11.8%
Q3 2019$251,000
+5.9%
1,919
+0.5%
0.03%
-5.6%
Q2 2019$237,000
+4.4%
1,909
+0.5%
0.04%
+2.9%
Q1 2019$227,000
-1.7%
1,899
+0.5%
0.04%
-5.4%
Q4 2018$231,000
+3.6%
1,890
+0.6%
0.04%
-9.8%
Q3 2018$223,000
-9.0%
1,879
+1.0%
0.04%
-18.0%
Q2 2018$245,000
+2.1%
1,8610.0%0.05%
-5.7%
Q1 2018$240,000
-5.5%
1,861
+0.3%
0.05%
-22.1%
Q4 2017$254,000
+7.6%
1,856
+0.9%
0.07%
+3.0%
Q3 2017$236,000
+5.8%
1,840
+0.4%
0.07%
+3.1%
Q2 2017$223,000
-92.1%
1,832
+6685.2%
0.06%
+6300.0%
Q3 2016$2,834,000
-6.8%
27
-99.0%
0.00%
Q2 2016$3,042,000
+369.4%
2,718
-60.5%
0.00%
Q4 2015$648,000
+74.7%
6,888
+100.0%
0.00%
-100.0%
Q2 2015$371,000
+2991.7%
3,444
+3211.5%
0.16%
+2600.0%
Q1 2015$12,0001040.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2016
NameSharesValueWeighting ↓
TrueWealth Financial Partners 69,762$12,035,3479.90%
Beacon Capital Management, Inc. 1,133,264$195,510,6907.24%
Tranquilli Financial Advisor LLC 30,485$5,259,2723.80%
Strengthening Families & Communities, LLC 34,886$6,0192.60%
Axiom Financial Strategies, LLC 12,155$2,096,9361.41%
Vickerman Investment Advisors, Inc. 19,969$3,444,9831.41%
Centered Wealth LLC dba Miller Equity Capital Advisors 15,642$2,698,5581.40%
Strategic Wealth Investment Group, LLC 34,572$5,964,2981.08%
Private Wealth Advisors, LLC 11,818$2,038,8450.86%
RESOURCES MANAGEMENT CORP /CT/ /ADV 30,279$5,2240.85%
View complete list of VANGUARD WORLD FDS shareholders