IBEX WEALTH ADVISORS - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 158 filers reported holding VANGUARD WORLD FDS in Q4 2016. The put-call ratio across all filers is 0.52 and the average weighting 0.2%.

Quarter-by-quarter ownership
IBEX WEALTH ADVISORS ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2022$568,000
+2889.5%
3,996
+2860.0%
0.15%
+3600.0%
Q3 2021$19,000
+11.8%
1350.0%0.00%
-20.0%
Q2 2019$17,000
-43.3%
135
-52.0%
0.01%
-64.3%
Q4 2016$30,0002810.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2016
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,121,094$155,563,0005.83%
Tranquilli Financial Advisor LLC 28,327$3,931,0002.95%
Gunma Bank,Ltd. 31,000$4,302,0002.84%
Private Wealth Group, LLC 30,341$4,210,0002.78%
FIRST NATIONAL CORP /MA/ /ADV 122,040$16,344,0002.35%
Curran Financial Partners, LLC 30,414$4,220,0002.32%
American Investment Services, Inc. 67,089$9,309,0002.14%
Ameritas Investment Company, LLC 5,005$35,430,0001.70%
Newport Wealth Strategies, Inc. 19,121$2,653,0001.53%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 112,401$15,596,0001.44%
View complete list of VANGUARD WORLD FDS shareholders