Steward Partners Investment Advisory, LLC - 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
Steward Partners Investment Advisory, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,435,561
-54.9%
11,256
-49.7%
0.02%
-54.2%
Q2 2023$3,179,743
-13.4%
22,366
-10.1%
0.05%
-18.6%
Q1 2023$3,670,117
+1422.3%
24,879
+1482.6%
0.06%
+1375.0%
Q4 2022$241,096
-53.1%
1,572
-56.5%
0.00%
-60.0%
Q3 2022$514,000
+13.5%
3,610
+21.3%
0.01%
+25.0%
Q2 2022$453,000
-24.0%
2,975
-19.3%
0.01%
-11.1%
Q1 2022$596,000
+192.2%
3,685
+181.9%
0.01%
+200.0%
Q4 2021$204,000
+19.3%
1,307
+6.3%
0.00%0.0%
Q3 2021$171,000
+8.9%
1,230
+8.8%
0.00%0.0%
Q2 2021$157,000
-100.0%
1,130
-54.7%
0.00%0.0%
Q1 2021$350,330,000
+216153.1%
2,494
+111.0%
0.00%
-25.0%
Q4 2020$162,000
+6.6%
1,182
+0.2%
0.00%0.0%
Q3 2020$152,000
-4.4%
1,180
-8.2%
0.00%
-20.0%
Q2 2020$159,000
+13.6%
1,286
+11.6%
0.01%0.0%
Q1 2020$140,000
-11.9%
1,152
+3.5%
0.01%0.0%
Q4 2019$159,000
+11.2%
1,113
+11.7%
0.01%0.0%
Q3 2019$143,000
+55.4%
996
+42.7%
0.01%
+66.7%
Q2 2019$92,000
-8.0%
698
-17.7%
0.00%
-40.0%
Q3 2018$100,000
-6.5%
848
-8.5%
0.01%
-16.7%
Q2 2018$107,000
+28.9%
927
+23.8%
0.01%0.0%
Q1 2018$83,0007490.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
D'Orazio & Associates, Inc. 178,975$17,191,0008.71%
American Investment Services, Inc. 45,577$4,240,0002.36%
DOWLING & YAHNKE LLC 111,686$10,389,0001.42%
FACTORY MUTUAL INSURANCE CO 809,400$75,290,0001.03%
FUKOKU MUTUAL LIFE INSURANCE Co 55,000$5,116,0000.96%
WBH ADVISORY INC 24,626$2,290,0000.95%
ARGI Investment Services, LLC 86,420$8,039,0000.91%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 17,430$1,621,0000.88%
CYPRESS CAPITAL MANAGEMENT LLC 24,575$2,286,0000.72%
Northstar Group, Inc. 6,950$648,0000.53%
View complete list of VANGUARD WORLD FDS shareholders