Global Retirement Partners, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 446 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.3%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$388,889
-47.9%
3,168
-39.6%
0.02%
-44.4%
Q2 2023$746,223
-3.2%
5,249
+0.6%
0.04%
-12.2%
Q1 2023$770,583
-6.3%
5,216
-2.7%
0.04%
-26.8%
Q4 2022$822,226
+0.9%
5,361
-4.2%
0.06%
-9.7%
Q3 2022$815,000
-1.8%
5,594
+2.6%
0.06%
-7.5%
Q2 2022$830,000
-1.5%
5,450
+4.0%
0.07%
+1.5%
Q1 2022$843,000
+39.1%
5,241
+20.4%
0.07%
+10.0%
Q3 2021$606,000
-11.4%
4,353
-11.7%
0.06%
-14.3%
Q2 2021$684,000
-8.3%
4,930
-7.1%
0.07%
-19.5%
Q1 2021$746,000
+24.1%
5,306
+21.2%
0.09%
+16.0%
Q4 2020$601,000
+1.3%
4,377
-4.7%
0.08%
-13.8%
Q3 2020$593,000
+11.5%
4,593
+6.7%
0.09%
+2.4%
Q2 2020$532,000
+9.0%
4,303
+7.4%
0.08%
-7.6%
Q1 2020$488,000
-8.4%
4,005
+7.3%
0.09%
+12.2%
Q4 2019$533,000
+61.5%
3,732
+62.6%
0.08%
+51.9%
Q3 2019$330,000
+0.3%
2,295
-7.2%
0.05%
-14.3%
Q2 2019$329,000
+18.8%
2,472
+15.5%
0.06%
-6.0%
Q1 2019$277,000
+6.5%
2,140
-3.0%
0.07%
+1.5%
Q4 2018$260,000
+7.0%
2,207
+7.1%
0.07%
+20.0%
Q3 2018$243,000
+14.1%
2,061
+12.2%
0.06%
+1.9%
Q2 2018$213,000
+4.9%
1,837
+0.9%
0.05%
-3.6%
Q1 2018$203,000
-34.3%
1,820
-31.3%
0.06%
-34.1%
Q4 2017$309,000
+6.9%
2,648
+6.9%
0.08%
-28.6%
Q3 2017$289,000
+2.1%
2,4760.0%0.12%
-10.5%
Q2 2017$283,000
+83.8%
2,476
+80.9%
0.13%
+54.7%
Q1 2017$154,000
+40.0%
1,369
+33.3%
0.09%
+16.2%
Q4 2016$110,0001,0270.07%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
NameSharesValueWeighting ↓
D'Orazio & Associates, Inc. 178,975$17,191,0008.71%
American Investment Services, Inc. 45,577$4,240,0002.36%
DOWLING & YAHNKE LLC 111,686$10,389,0001.42%
FACTORY MUTUAL INSURANCE CO 809,400$75,290,0001.03%
FUKOKU MUTUAL LIFE INSURANCE Co 55,000$5,116,0000.96%
WBH ADVISORY INC 24,626$2,290,0000.95%
ARGI Investment Services, LLC 86,420$8,039,0000.91%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 17,430$1,621,0000.88%
CYPRESS CAPITAL MANAGEMENT LLC 24,575$2,286,0000.72%
Northstar Group, Inc. 6,950$648,0000.53%
View complete list of VANGUARD WORLD FDS shareholders