Financial Gravity Asset Management, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 251 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.

Quarter-by-quarter ownership
Financial Gravity Asset Management, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$71
-99.5%
0
-100.0%
0.00%
-100.0%
Q2 2023$14,949
+10427.5%
182
+2.2%
0.04%
+925.0%
Q1 2023$142
-99.2%
178
+4.7%
0.00%
-95.5%
Q4 2022$16,847
-75.2%
170
-61.7%
0.09%
+4300.0%
Q3 2022$68,000
-16.0%
444
-7.5%
0.00%
-33.3%
Q2 2022$81,000
-16.5%
480
-17.5%
0.00%0.0%
Q1 2022$97,000
+12.8%
582
+47.7%
0.00%
+50.0%
Q4 2021$86,000
-50.3%
394
+39300.0%
0.00%
-97.5%
Q3 2021$173,000
-4.4%
10.0%0.08%
+24.6%
Q2 2021$181,000
+44.8%
10.0%0.06%
+2066.7%
Q1 2021$125,00010.0%0.00%
Q4 2020$0
-100.0%
1
-97.6%
0.00%
-100.0%
Q1 2020$3,964,000
+2836.3%
41
-76.2%
0.01%
-87.1%
Q4 2019$135,000
+513.6%
172
+1.2%
0.09%
+389.5%
Q3 2019$22,000
+10.0%
170
+11.1%
0.02%
+18.8%
Q2 2019$20,000
-23.1%
153
-27.5%
0.02%
-23.8%
Q1 2019$26,000
+18.2%
211
+7.7%
0.02%
-8.7%
Q3 2018$22,000
-24.1%
196
-8.8%
0.02%
-14.8%
Q2 2018$29,000
-17.1%
215
-21.0%
0.03%
-25.0%
Q1 2018$35,0002720.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
TrueWealth Financial Partners 69,762$12,035,3479.90%
Beacon Capital Management, Inc. 1,133,264$195,510,6907.24%
Tranquilli Financial Advisor LLC 30,485$5,259,2723.80%
Strengthening Families & Communities, LLC 34,886$6,0192.60%
Axiom Financial Strategies, LLC 12,155$2,096,9361.41%
Vickerman Investment Advisors, Inc. 19,969$3,444,9831.41%
Centered Wealth LLC dba Miller Equity Capital Advisors 15,642$2,698,5581.40%
Strategic Wealth Investment Group, LLC 34,572$5,964,2981.08%
Private Wealth Advisors, LLC 11,818$2,038,8450.86%
RESOURCES MANAGEMENT CORP /CT/ /ADV 30,279$5,2240.85%
View complete list of VANGUARD WORLD FDS shareholders