MISSION WEALTH MANAGEMENT, LP - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 6 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

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 Q4 2023
NameSharesValueWeighting ↓
Hound Partners 370,665$47,274,61410.48%
Unconventional Investor, LLC 83,071$10,594,8599.28%
Beacon Capital Management, Inc. 1,125,922$143,600,0925.32%
Gunma Bank,Ltd. 49,000$6,2494.55%
Allied Investment Advisors, LLC 104,318$13,304,7183.98%
FIRST NATIONAL CORP /MA/ /ADV 100,981$12,879,1363.46%
FFG RETIREMENT ADVISORS LLC 27,210$3,470,3632.88%
Solitude Financial Services 36,491$4,654,0622.63%
Tranquilli Financial Advisor LLC 25,378$3,236,7102.34%
DHK Financial Advisors, Inc. 18,220$2,345,8682.09%
View complete list of VANGUARD WORLD FDS shareholders