Castle Rock Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 221 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
Q2 2024$1,685,964
+22.5%
11,497
+22.4%
0.42%
+12.0%
Q1 2024$1,376,652
-0.1%
9,396
-5.5%
0.38%
-10.0%
Q4 2023$1,378,440
+7.5%
9,940
-4.7%
0.42%
-2.8%
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 ↓
Beacon Capital Management, Inc. 666,667$82,447,0004.21%
Newport Wealth Strategies, Inc. 36,935$4,568,0004.17%
STABLEFORD CAPITAL II LLC 39,286$4,858,0003.64%
Stonebridge Financial Planning Group, LLC 26,398$3,345,0002.85%
TAP Consulting, LLC 45,754$5,658,0002.78%
Briaud Financial Planning, Inc 27,995$3,462,0002.64%
Freedom Investment Management, Inc. 175,166$21,663,0002.36%
Hamilton Wealth, LLC 63,558$7,860,0002.34%
Castle Rock Wealth Management, LLC 29,800$3,953,0002.32%
Tatro Capital, LLC 12,984$1,606,0002.30%
View complete list of VANGUARD WORLD FDS shareholders