White Lighthouse Investment Management Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 474 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.3%.

Quarter-by-quarter ownership
White Lighthouse Investment Management Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$360,683
-20.0%
2,828
-10.9%
0.09%
-18.5%
Q2 2023$451,105
-12.2%
3,173
-8.9%
0.11%
-16.3%
Q1 2023$513,812
-2.8%
3,483
+1.0%
0.13%
-10.4%
Q4 2022$528,785
+27.1%
3,448
+17.9%
0.14%
+19.0%
Q3 2022$416,000
+26.4%
2,924
+35.2%
0.12%
+28.7%
Q2 2022$329,000
-6.0%
2,162
-0.1%
0.09%
+5.6%
Q1 2022$350,000
+5.4%
2,164
+1.9%
0.09%
+7.2%
Q4 2021$332,000
+21.2%
2,124
+8.0%
0.08%
+12.2%
Q3 2021$274,000
+11.4%
1,966
+10.9%
0.07%
+10.4%
Q2 2021$246,000
+0.4%
1,773
+1.8%
0.07%
-10.7%
Q1 2021$245,000
+9.4%
1,742
+6.5%
0.08%
+5.6%
Q4 2020$224,000
+6.2%
1,6350.0%0.07%
-2.7%
Q3 2020$211,0001,6350.07%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2023
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