Valeo Financial Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 311 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 1.15 and the average weighting 0.2%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2021$69,000
+9.5%
4000.0%0.00%0.0%
Q4 2020$63,000
+14.5%
400
-2.0%
0.00%
-40.0%
Q3 2020$55,0000.0%408
-11.3%
0.01%0.0%
Q2 2020$55,000
+10.0%
460
+0.9%
0.01%0.0%
Q1 2020$50,000
-7.4%
456
+14.0%
0.01%0.0%
Q4 2019$54,000
+5.9%
4000.0%0.01%
-16.7%
Q3 2019$51,0000.0%4000.0%0.01%0.0%
Q2 2019$51,000
+4.1%
4000.0%0.01%0.0%
Q1 2019$49,000
+11.4%
4000.0%0.01%0.0%
Q4 2018$44,000
-68.6%
400
-66.7%
0.01%
-68.4%
Q3 2018$140,000
+81.8%
1,200
+103.7%
0.02%
+72.7%
Q2 2018$77,000
+1.3%
5890.0%0.01%
-8.3%
Q1 2018$76,000
+38.2%
589
+47.2%
0.01%
+33.3%
Q4 2017$55,000
+7.8%
4000.0%0.01%
-25.0%
Q3 2017$51,0004000.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2021
NameSharesValueWeighting ↓
TrueWealth Financial Partners 55,988$10,864,00010.44%
Beacon Capital Management, Inc. 1,264,993$245,472,0007.84%
M Financial Asset Management, Inc. 8,223$1,596,0006.61%
CAPITAL WEALTH MANAGEMENT, LLC 38,860$7,541,0005.08%
Beacon Capital Management, LLC 91,285$17,712,0004.21%
Tranquilli Financial Advisor LLC 27,281$5,294,0003.77%
Strengthening Families & Communities, LLC 29,965$5,815,0003.59%
Pariax, LLC 17,185$3,335,0003.14%
Quaker Wealth Management, LLC 31,751$6,161,0002.67%
Enterprise Trust & Investment Co 36,255$7,035,0002.52%
View complete list of VANGUARD WORLD FDS shareholders