ROPES WEALTH ADVISORS LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 251 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.

Quarter-by-quarter ownership
ROPES WEALTH ADVISORS LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$276,901
-5.2%
1,6050.0%0.05%
+12.5%
Q2 2023$292,068
+2.3%
1,6050.0%0.05%
-7.7%
Q1 2023$285,408
+4.5%
1,6050.0%0.05%
+6.1%
Q4 2022$273,177
+14.8%
1,6050.0%0.05%
-2.0%
Q3 2022$238,000
-7.4%
1,6050.0%0.05%
-5.7%
Q2 2022$257,000
-17.4%
1,6050.0%0.05%0.0%
Q1 2022$311,000
-1.6%
1,6050.0%0.05%
-5.4%
Q4 2021$316,000
+13.7%
1,6050.0%0.06%
+24.4%
Q3 2021$278,000
-4.1%
1,6050.0%0.04%
-2.2%
Q2 2021$290,000
-6.1%
1,6050.0%0.05%
-14.8%
Q1 2021$309,000
+22.6%
1,6050.0%0.05%
+38.5%
Q4 2020$252,000
+3500.0%
1,605
+3047.1%
0.04%
+3800.0%
Q2 2019$7,000510.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,167,810$202,300,0007.48%
M Financial Asset Management, Inc. 8,048$1,394,0006.75%
Quaker Wealth Management, LLC 29,724$5,149,0005.91%
CAPITAL WEALTH MANAGEMENT, LLC 37,788$6,546,0005.06%
Berkeley Capital Partners, LLC 51,410$8,906,0004.10%
Tranquilli Financial Advisor LLC 25,575$4,430,0003.32%
TAP Consulting, LLC 60,271$10,441,0002.80%
Spring Creek Investment Management, LLC 6,000$1,039,0002.46%
Tatro Capital, LLC 16,920$2,931,0002.29%
Ameritas Investment Company, LLC 267,768$46,385,0002.14%
View complete list of VANGUARD WORLD FDS shareholders