ROPES WEALTH ADVISORS LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 358 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 1.55 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 2022
NameSharesValueWeighting ↓
TrueWealth Financial Partners 67,352$11,976,52610.33%
M Financial Asset Management, Inc. 8,126$1,4455.12%
New Millennium Group LLC 18,873$3,355,8213.37%
Strengthening Families & Communities, LLC 143,664$136,0852.77%
Cavalier Investments, LLC 28,837$5,127,7952.10%
Beacon Capital Management, Inc. 297,448$52,892,2661.86%
Tranquilli Financial Advisor LLC 10,889$1,936,2821.45%
Vickerman Investment Advisors, Inc. 20,365$3,621,2331.43%
Centered Wealth LLC dba Miller Equity Capital Advisors 14,352$2,552,0731.43%
EP Wealth Advisors, LLC 298,048$67,197,9131.16%
View complete list of VANGUARD WORLD FDS shareholders