Sugarloaf Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 446 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.3%.

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 Q1 2022
NameSharesValueWeighting ↓
CABANA LLC 17,986$2,910,00011.45%
Unconventional Investor, LLC 75,622$12,229,00011.24%
Beacon Capital Management, Inc. 1,445,861$233,955,0007.47%
EXCHANGE TRADED CONCEPTS, LLC 1,790,370$289,700,0005.81%
Private Wealth Group, LLC 33,383$5,402,0003.98%
Tranquilli Financial Advisor LLC 31,088$5,030,0003.58%
Polianta Ltd 29,600$4,789,0003.14%
ABSOLUTE CAPITAL MANAGEMENT, LLC 16,000$2,589,0003.08%
Pariax, LLC 17,095$2,766,0002.61%
Transparent Wealth Partners LLC 17,518$2,835,0002.39%
View complete list of VANGUARD WORLD FDS shareholders