Global Retirement Partners, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 339 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,288,468
-6.5%
7,541
-0.4%
0.06%
-3.0%
Q2 2023$1,377,615
+5.7%
7,571
+0.4%
0.07%
-2.9%
Q1 2023$1,303,000
+2392.1%
7,544
+2357.3%
0.07%
+1625.0%
Q4 2022$52,285
+1207.1%
307
+1128.0%
0.00%
Q3 2022$4,0000.0%250.0%0.00%
Q2 2022$4,000
-20.0%
250.0%0.00%
Q1 2022$5,000
+25.0%
250.0%0.00%
Q3 2021$4,000
-20.0%
250.0%0.00%
-100.0%
Q2 2021$5,000
+25.0%
250.0%0.00%
Q1 2021$4,0000.0%250.0%0.00%
-100.0%
Q4 2020$4,000
+33.3%
250.0%0.00%
Q3 2020$3,0000.0%250.0%0.00%
Q2 2020$3,000
-62.5%
25
-69.5%
0.00%
-100.0%
Q1 2020$8,000
+166.7%
82
+228.0%
0.00%
Q4 2019$3,000
-25.0%
25
-28.6%
0.00%
-100.0%
Q3 2019$4,000
-33.3%
35
-18.6%
0.00%0.0%
Q2 2019$6,000
+50.0%
43
+22.9%
0.00%0.0%
Q1 2019$4,0000.0%350.0%0.00%0.0%
Q4 2018$4,000
-20.0%
350.0%0.00%0.0%
Q3 2018$5,0000.0%350.0%0.00%0.0%
Q2 2018$5,000
-81.5%
35
-83.3%
0.00%
-85.7%
Q1 2018$27,000
+80.0%
210
+90.9%
0.01%
+75.0%
Q4 2017$15,000
+275.0%
110
+214.3%
0.00%
+100.0%
Q3 2017$4,000
-84.6%
35
-83.3%
0.00%
-83.3%
Q2 2017$26,000
+4.0%
2100.0%0.01%
-14.3%
Q1 2017$25,000
-96.0%
210
-96.2%
0.01%
-96.6%
Q4 2016$621,0005,5200.42%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2022
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 6,590$1,034,0008.46%
Beacon Capital Management, Inc. 1,108,030$173,927,0007.57%
Polianta Ltd 78,600$12,337,0006.82%
CAPITAL WEALTH MANAGEMENT, LLC 38,552$6,052,0005.22%
Berkeley Capital Partners, LLC 62,264$9,774,0005.02%
Tranquilli Financial Advisor LLC 24,685$3,875,0003.52%
MARVIN & PALMER ASSOCIATES INC 51,427$7,881,0003.14%
Financial Planning & Information Services, Inc. 51,943$8,154,0002.74%
Tatro Capital, LLC 17,131$2,689,0002.51%
Centered Wealth LLC dba Miller Equity Capital Advisors 7,610$1,195,0001.60%
View complete list of VANGUARD WORLD FDS shareholders