MISSION WEALTH MANAGEMENT, LP - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 474 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.2%.

Quarter-by-quarter ownership
MISSION WEALTH MANAGEMENT, LP ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$429,810
-8.2%
3,370
+2.3%
0.02%
-11.1%
Q2 2023$468,451
-6.1%
3,295
-2.5%
0.02%
-14.3%
Q1 2023$498,618
+18.9%
3,380
+23.6%
0.02%
+5.0%
Q4 2022$419,440
+55.3%
2,735
+44.1%
0.02%
+42.9%
Q3 2022$270,000
-27.4%
1,898
-22.2%
0.01%
-30.0%
Q2 2022$372,000
+15.2%
2,440
+22.3%
0.02%
+33.3%
Q1 2022$323,000
+0.9%
1,995
-2.5%
0.02%
+7.1%
Q4 2021$320,000
+7.0%
2,046
-4.7%
0.01%
-6.7%
Q3 2021$299,000
+0.3%
2,1480.0%0.02%
-6.2%
Q2 2021$298,000
+16.4%
2,148
+18.1%
0.02%
+6.7%
Q1 2021$256,0001,8190.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Unconventional Investor, LLC 78,265$11,924,00012.23%
FIRST NATIONAL CORP /MA/ /ADV 135,329$20,617,0005.39%
Private Wealth Group, LLC 21,221$3,233,0004.00%
Polianta Ltd 27,000$4,113,0003.52%
Quaker Wealth Management, LLC 37,697$5,743,0002.90%
DHK Financial Advisors, Inc. 17,644$2,688,0002.57%
American Investment Services, Inc. 68,218$10,393,0002.37%
Solitude Financial Services 21,893$3,335,0002.34%
Lloyd Park, LLC 13,165$2,006,0002.10%
Pariax, LLC 12,049$1,836,0002.03%
View complete list of VANGUARD WORLD FDS shareholders