Newport Wealth Strategies, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 380 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.88 and the average weighting 0.2%.

Quarter-by-quarter ownership
Newport Wealth Strategies, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2021$1,791,000
-32.5%
12,873
-32.7%
1.08%
-29.4%
Q2 2021$2,653,000
-21.0%
19,121
-20.0%
1.53%
-26.4%
Q1 2021$3,357,000
-44.4%
23,892
-48.9%
2.08%
-53.9%
Q4 2020$6,041,000
-0.9%
46,7900.0%4.52%
-0.4%
Q3 2020$6,096,000
+33.5%
46,790
+26.7%
4.54%
+8.9%
Q2 2020$4,568,00036,9354.17%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Pinnacle Family Advisors, LLC 48,210$5,681,0003.82%
Invst, LLC 51,903$6,116,0003.44%
Polianta Ltd 56,700$6,680,0003.32%
Berkeley Capital Partners, LLC 49,952$5,886,0003.28%
Hamilton Wealth, LLC 23,817$2,806,0002.75%
FIRST NATIONAL CORP /MA/ /ADV 49,307$5,810,0002.68%
Beacon Capital Management, Inc. 347,678$40,967,0001.82%
American Investment Services, Inc. 42,396$4,996,0001.78%
FIFTH THIRD SECURITIES, INC. 10,019$1,180,0001.66%
Harel Insurance Investments & Financial Services Ltd. 214,388$25,261,0001.55%
View complete list of VANGUARD WORLD FDS shareholders