Cavalier Investments, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 302 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 1.46 and the average weighting 0.3%.

Quarter-by-quarter ownership
Cavalier Investments, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2023$5,127,795
+10.9%
28,837
+6.1%
2.10%
+26.3%
Q4 2022$4,625,015
+9.0%
27,174
-4.9%
1.66%
+8.3%
Q3 2022$4,242,000
-14.6%
28,579
-7.9%
1.53%
-11.8%
Q2 2022$4,970,000
-16.1%
31,020
+1.6%
1.74%
+12.3%
Q1 2022$5,923,000
+6.6%
30,523
+8.2%
1.55%
+7.4%
Q4 2021$5,554,000
+38.2%
28,208
+21.6%
1.44%
+13.6%
Q3 2021$4,020,000
+17.3%
23,206
+22.4%
1.27%
+2.7%
Q2 2021$3,427,00018,9591.24%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
NameSharesValueWeighting ↓
TrueWealth Financial Partners 69,762$12,035,3479.90%
Beacon Capital Management, Inc. 1,133,264$195,510,6907.24%
Tranquilli Financial Advisor LLC 30,485$5,259,2723.80%
Strengthening Families & Communities, LLC 34,886$6,0192.60%
Axiom Financial Strategies, LLC 12,155$2,096,9361.41%
Vickerman Investment Advisors, Inc. 19,969$3,444,9831.41%
Centered Wealth LLC dba Miller Equity Capital Advisors 15,642$2,698,5581.40%
Strategic Wealth Investment Group, LLC 34,572$5,964,2981.08%
Private Wealth Advisors, LLC 11,818$2,038,8450.86%
RESOURCES MANAGEMENT CORP /CT/ /ADV 30,279$5,2240.85%
View complete list of VANGUARD WORLD FDS shareholders