Sugarloaf Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 367 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 1.55 and the average weighting 0.2%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2022$12,000
-7.7%
840.0%0.00%0.0%
Q2 2022$13,000
-7.1%
840.0%0.00%0.0%
Q1 2022$14,000
+7.7%
840.0%0.00%0.0%
Q4 2021$13,000
+8.3%
840.0%0.00%0.0%
Q3 2021$12,0000.0%840.0%0.00%0.0%
Q2 2021$12,0000.0%84
-94.3%
0.00%
-25.0%
Q1 2021$12,0000.0%1,468
+1647.6%
0.00%0.0%
Q4 2020$12,000
+9.1%
840.0%0.00%0.0%
Q3 2020$11,000
+10.0%
840.0%0.00%0.0%
Q2 2020$10,0000.0%840.0%0.00%0.0%
Q1 2020$10,000
-16.7%
840.0%0.00%
-20.0%
Q4 2019$12,000840.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
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