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 ↓
Beacon Capital Management, Inc. 1,121,094$155,563,0005.83%
Tranquilli Financial Advisor LLC 28,327$3,931,0002.95%
Gunma Bank,Ltd. 31,000$4,302,0002.84%
Private Wealth Group, LLC 30,341$4,210,0002.78%
FIRST NATIONAL CORP /MA/ /ADV 122,040$16,344,0002.35%
Curran Financial Partners, LLC 30,414$4,220,0002.32%
American Investment Services, Inc. 67,089$9,309,0002.14%
Ameritas Investment Company, LLC 5,005$35,430,0001.70%
Newport Wealth Strategies, Inc. 19,121$2,653,0001.53%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 112,401$15,596,0001.44%
View complete list of VANGUARD WORLD FDS shareholders