Steward Partners Investment Advisory, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 251 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$972,471
-9.3%
5,637
-4.3%
0.02%
-6.2%
Q2 2023$1,072,362
-10.2%
5,893
-12.2%
0.02%
-15.8%
Q1 2023$1,193,896
+25.1%
6,714
+19.7%
0.02%
+18.8%
Q4 2022$954,310
+112.5%
5,607
+85.5%
0.02%
+100.0%
Q3 2022$449,000
+167.3%
3,023
+187.6%
0.01%
+166.7%
Q2 2022$168,000
-72.2%
1,051
-66.3%
0.00%
-66.7%
Q1 2022$605,000
+173.8%
3,118
+177.6%
0.01%
+200.0%
Q4 2021$221,000
+3.8%
1,123
-8.6%
0.00%
-25.0%
Q3 2021$213,000
-54.5%
1,229
-52.6%
0.00%
-50.0%
Q2 2021$468,000
-99.9%
2,591
-40.6%
0.01%
+14.3%
Q1 2021$754,746,000
+1640652.2%
4,364
+1389.4%
0.01%
+600.0%
Q4 2020$46,000
+76.9%
293
+52.6%
0.00%0.0%
Q3 2020$26,000
+13.0%
192
+2.7%
0.00%0.0%
Q2 2020$23,000
+15.0%
187
-13.8%
0.00%0.0%
Q1 2020$20,000
-56.5%
217
-38.0%
0.00%0.0%
Q4 2019$46,000
-16.4%
350
-20.8%
0.00%
-50.0%
Q3 2019$55,000
-59.6%
442
-58.5%
0.00%
-60.0%
Q2 2019$136,000
+267.6%
1,065
+273.7%
0.01%
+150.0%
Q3 2018$37,000
-21.3%
285
-20.2%
0.00%
-33.3%
Q2 2018$47,000
-82.3%
357
-82.7%
0.00%
-83.3%
Q1 2018$265,000
+1938.5%
2,058
+1958.0%
0.02%
+1700.0%
Q4 2017$13,000
+8.3%
1000.0%0.00%0.0%
Q3 2017$12,0000.0%1000.0%0.00%0.0%
Q2 2017$12,000
+9.1%
1000.0%0.00%
-50.0%
Q1 2017$11,0000.0%1000.0%0.00%
-60.0%
Q4 2016$11,0001000.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,167,810$202,300,0007.48%
M Financial Asset Management, Inc. 8,048$1,394,0006.75%
Quaker Wealth Management, LLC 29,724$5,149,0005.91%
CAPITAL WEALTH MANAGEMENT, LLC 37,788$6,546,0005.06%
Berkeley Capital Partners, LLC 51,410$8,906,0004.10%
Tranquilli Financial Advisor LLC 25,575$4,430,0003.32%
TAP Consulting, LLC 60,271$10,441,0002.80%
Spring Creek Investment Management, LLC 6,000$1,039,0002.46%
Tatro Capital, LLC 16,920$2,931,0002.29%
Ameritas Investment Company, LLC 267,768$46,385,0002.14%
View complete list of VANGUARD WORLD FDS shareholders