Castle Rock Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 219 filers reported holding VANGUARD WORLD FDS in Q3 2018. The put-call ratio across all filers is 0.53 and the average weighting 0.1%.

Quarter-by-quarter ownership
Castle Rock Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,282,539
-13.9%
10,427
+1.3%
0.43%
-15.5%
Q2 2023$1,489,230
-4.9%
10,294
-2.0%
0.51%
-8.9%
Q1 2023$1,566,211
-6.0%
10,500
-5.2%
0.56%
-25.0%
Q4 2022$1,666,896
+8.1%
11,076
-0.4%
0.74%
-4.1%
Q3 2022$1,542,000
-5.8%
11,116
+3.4%
0.78%
-6.9%
Q2 2022$1,637,000
-9.0%
10,752
-1.3%
0.84%
+1.0%
Q1 2022$1,798,000
+7.9%
10,891
-1.9%
0.83%
+21.8%
Q4 2021$1,666,000
+0.9%
11,099
-2.5%
0.68%
+20.2%
Q3 2021$1,651,000
+1.0%
11,378
+2.6%
0.56%
-5.8%
Q2 2021$1,635,000
-20.6%
11,090
-21.4%
0.60%
-27.6%
Q1 2021$2,058,000
-56.3%
14,106
-58.8%
0.83%
-57.7%
Q4 2020$4,710,000
+238.6%
34,267
+240.6%
1.96%
+114.7%
Q3 2020$1,391,000
-64.8%
10,061
-66.2%
0.91%
-60.6%
Q2 2020$3,953,000
+612.3%
29,800
+552.9%
2.32%
+383.5%
Q1 2020$555,000
-33.5%
4,564
-16.8%
0.48%
-36.3%
Q4 2019$835,000
+15.2%
5,488
+2.9%
0.75%
-0.1%
Q3 2019$725,000
+262.5%
5,331
+222.5%
0.75%
+136.8%
Q3 2018$200,000
-11.1%
1,653
-15.0%
0.32%
+3.6%
Q2 2018$225,0001,9440.31%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2018
NameSharesValueWeighting ↓
Hound Partners 370,665$47,274,61410.48%
Unconventional Investor, LLC 83,071$10,594,8599.28%
Beacon Capital Management, Inc. 1,125,922$143,600,0925.32%
Gunma Bank,Ltd. 49,000$6,2494.55%
Allied Investment Advisors, LLC 104,318$13,304,7183.98%
FIRST NATIONAL CORP /MA/ /ADV 100,981$12,879,1363.46%
FFG RETIREMENT ADVISORS LLC 27,210$3,470,3632.88%
Solitude Financial Services 36,491$4,654,0622.63%
Tranquilli Financial Advisor LLC 25,378$3,236,7102.34%
DHK Financial Advisors, Inc. 18,220$2,345,8682.09%
View complete list of VANGUARD WORLD FDS shareholders