ROPES WEALTH ADVISORS LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 282 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.28 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 Q1 2021
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