Sterling Investment Advisors, Ltd. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 339 filers reported holding VANGUARD WORLD FDS in Q4 2019. The put-call ratio across all filers is 0.23 and the average weighting 0.3%.

Quarter-by-quarter ownership
Sterling Investment Advisors, Ltd. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$2,835,626
+1.6%
19,170
-2.0%
0.77%
-2.2%
Q1 2024$2,790,291
+3.6%
19,570
-0.4%
0.78%
-6.6%
Q4 2023$2,692,740
+166.7%
19,645
+148.2%
0.84%
+138.4%
Q3 2023$1,009,479
-15.6%
7,915
-5.9%
0.35%
-11.1%
Q2 2023$1,196,361
-9.0%
8,415
-5.6%
0.40%
-10.8%
Q1 2023$1,315,141
-3.8%
8,9150.0%0.44%
-9.2%
Q4 2022$1,367,204
+432.0%
8,915
+392.5%
0.49%
+409.4%
Q3 2022$257,000
-13.5%
1,810
-7.2%
0.10%
-5.9%
Q2 2022$297,000
-6.0%
1,9510.0%0.10%
+13.3%
Q1 2022$316,000
+3.6%
1,9510.0%0.09%
+4.7%
Q4 2021$305,000
+12.5%
1,9510.0%0.09%
+6.2%
Q3 2021$271,000
+5.4%
1,951
+5.4%
0.08%
+8.0%
Q2 2021$257,000
-1.2%
1,8510.0%0.08%
-10.7%
Q1 2021$260,000
+30.7%
1,851
+27.6%
0.08%
+23.5%
Q4 2020$199,000
+20.6%
1,451
+13.7%
0.07%
+6.2%
Q3 2020$165,000
+5.1%
1,2760.0%0.06%
-1.5%
Q2 2020$157,000
-6.0%
1,276
-7.3%
0.06%
-26.1%
Q1 2020$167,000
-16.5%
1,376
-1.8%
0.09%
-4.3%
Q4 2019$200,000
-0.5%
1,4010.0%0.09%
-10.7%
Q3 2019$201,000
+0.5%
1,401
-6.7%
0.10%
+1.0%
Q2 2019$200,000
+2.6%
1,5010.0%0.10%
+3.0%
Q1 2019$195,000
+10.8%
1,5010.0%0.10%
-4.8%
Q4 2018$176,000
-0.6%
1,5010.0%0.10%
+11.8%
Q3 2018$177,000
+1.7%
1,5010.0%0.09%
-9.7%
Q2 2018$174,000
+3.6%
1,5010.0%0.10%0.0%
Q1 2018$168,000
-20.0%
1,501
-16.7%
0.10%
-20.8%
Q4 2017$210,0000.0%1,8010.0%0.13%
-6.5%
Q3 2017$210,000
+1.9%
1,8010.0%0.14%
+1.5%
Q2 2017$206,000
-23.7%
1,801
-25.0%
0.14%
-29.4%
Q1 2017$270,000
+5.1%
2,4010.0%0.19%
-5.8%
Q4 2016$257,0002,4010.21%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2019
NameSharesValueWeighting ↓
Pinnacle Family Advisors, LLC 48,210$5,681,0003.82%
Invst, LLC 51,903$6,116,0003.44%
Polianta Ltd 56,700$6,680,0003.32%
Berkeley Capital Partners, LLC 49,952$5,886,0003.28%
Hamilton Wealth, LLC 23,817$2,806,0002.75%
FIRST NATIONAL CORP /MA/ /ADV 49,307$5,810,0002.68%
Beacon Capital Management, Inc. 347,678$40,967,0001.82%
American Investment Services, Inc. 42,396$4,996,0001.78%
FIFTH THIRD SECURITIES, INC. 10,019$1,180,0001.66%
Harel Insurance Investments & Financial Services Ltd. 214,388$25,261,0001.55%
View complete list of VANGUARD WORLD FDS shareholders