Jackson, Grant Investment Advisers, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 218 filers reported holding VANGUARD WORLD FDS in Q1 2018. The put-call ratio across all filers is 0.48 and the average weighting 0.1%.

Quarter-by-quarter ownership
Jackson, Grant Investment Advisers, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$72,512
-9.6%
569
+0.9%
0.04%
-5.4%
Q2 2023$80,201
-3.6%
5640.0%0.04%
-5.1%
Q1 2023$83,219
-3.0%
564
+0.7%
0.04%
-4.9%
Q4 2022$85,828
+8.6%
560
+0.9%
0.04%0.0%
Q3 2022$79,000
-6.0%
555
+0.9%
0.04%
-2.4%
Q2 2022$84,000
-4.5%
550
+0.7%
0.04%
+13.5%
Q1 2022$88,000
+18.9%
546
+2.1%
0.04%
+12.1%
Q3 2021$74,0000.0%5350.0%0.03%0.0%
Q2 2021$74,000
-1.3%
535
+0.8%
0.03%
-2.9%
Q1 2021$75,000
+4.2%
531
+0.8%
0.03%
-8.1%
Q4 2020$72,000
+7.5%
527
+1.0%
0.04%
-7.5%
Q3 2020$67,000
+4.7%
522
+0.6%
0.04%
-2.4%
Q2 2020$64,000
+1.6%
519
+1.2%
0.04%
-10.9%
Q1 2020$63,000
-13.7%
513
+0.6%
0.05%
+15.0%
Q4 2019$73,000
+1.4%
510
+1.6%
0.04%
-2.4%
Q3 2019$72,000
+7.5%
5020.0%0.04%
+5.1%
Q2 2019$67,000
+3.1%
502
+0.6%
0.04%0.0%
Q1 2019$65,000
+12.1%
499
+0.8%
0.04%
-4.9%
Q4 2018$58,000
+1.8%
495
+1.6%
0.04%
+13.9%
Q3 2018$57,000
+1.8%
487
+0.8%
0.04%
-7.7%
Q2 2018$56,000
+3.7%
4830.0%0.04%
+2.6%
Q1 2018$54,000
-3.6%
483
+0.8%
0.04%0.0%
Q4 2017$56,000
+1.8%
479
+1.5%
0.04%
-5.0%
Q3 2017$55,000
+3.8%
472
+0.9%
0.04%
-2.4%
Q2 2017$53,000
+1.9%
468
+0.9%
0.04%
-2.4%
Q1 2017$52,000
+4.0%
4640.0%0.04%
-2.3%
Q4 2016$50,000
+2.0%
464
+0.9%
0.04%
+4.9%
Q3 2016$49,000
-5.8%
460
+0.7%
0.04%
-10.9%
Q2 2016$52,000
+6.1%
457
+0.9%
0.05%
+2.2%
Q1 2016$49,0004530.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2018
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,346,387$174,492,0007.94%
USA FINANCIAL FORMULAS 43,276$5,609,0003.53%
Berkeley Capital Partners, LLC 54,084$7,009,0003.47%
Invst, LLC 53,576$6,897,0003.46%
FIRST NATIONAL CORP /MA/ /ADV 49,044$6,356,0002.64%
Hamilton Wealth, LLC 22,078$2,861,0002.27%
ORSER CAPITAL MANAGEMENT, LLC 15,895$2,060,0002.27%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 113,979$14,771,0002.17%
FIFTH THIRD SECURITIES, INC. 11,745$1,522,0001.72%
American Investment Services, Inc. 39,377$5,103,0001.62%
View complete list of VANGUARD WORLD FDS shareholders