Wealthspire Advisors, L.P. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 466 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.46 and the average weighting 0.2%.

Quarter-by-quarter ownership
Wealthspire Advisors, L.P. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2019$118,000
+9.3%
9140.0%0.01%
-10.0%
Q4 2018$108,0000.0%9140.0%0.01%
+11.1%
Q3 2018$108,000
+1.9%
9140.0%0.01%
-10.0%
Q2 2018$106,000
+3.9%
9140.0%0.01%0.0%
Q1 2018$102,000
-4.7%
9140.0%0.01%0.0%
Q4 2017$107,0000.0%9140.0%0.01%
-16.7%
Q3 2017$107,000
-23.0%
914
-24.7%
0.01%
-25.0%
Q2 2017$139,000
-27.6%
1,214
-28.8%
0.02%
-40.7%
Q1 2017$192,000
-0.5%
1,706
-5.5%
0.03%
-6.9%
Q4 2016$193,0000.0%1,8060.0%0.03%
-3.3%
Q3 2016$193,000
-11.5%
1,806
-5.2%
0.03%
-16.7%
Q2 2016$218,000
-1.4%
1,906
-7.3%
0.04%
-7.7%
Q1 2016$221,000
+14.5%
2,0560.0%0.04%
+8.3%
Q4 2015$193,0002,0560.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
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%
DHK Financial Advisors, Inc. 17,518$2,835,0002.39%
View complete list of VANGUARD WORLD FDS shareholders