ROPES WEALTH ADVISORS LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 314 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 1.15 and the average weighting 0.2%.

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 Q2 2021
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 223,209$23,046,0006.89%
Financial Planning & Information Services, Inc. 76,522$7,901,0005.60%
Foothills Asset Management, Ltd. 21,946$2,266,0001.88%
ASPIRIANT HOLDINGS S3, LLC 41,486$4,283,0001.68%
Cranbrook Wealth Management, LLC 21,166$2,185,0001.50%
DOWLING & YAHNKE LLC 98,111$10,130,0001.42%
Ancora Advisors LLC 70,948$7,325,0001.11%
Quantitative Advantage, LLC 42,001$4,337,0001.02%
ROBSHAW & JULIAN ASSOCIATES INC 10,390$1,072,0000.89%
Ameritas Investment Partners, Inc. 81,000$8,363,0000.67%
View complete list of VANGUARD WORLD FDS shareholders