Selective Wealth Management, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 363 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.2%.

Quarter-by-quarter ownership
Selective Wealth Management, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2022$116,000
-7.2%
8180.0%0.05%
+13.6%
Q2 2022$125,000
-4.6%
818
+0.7%
0.04%
-6.4%
Q1 2022$131,000
+4.0%
812
+0.6%
0.05%
-7.8%
Q4 2021$126,000
+13.5%
807
+1.5%
0.05%
-13.6%
Q3 2021$111,000
+0.9%
7950.0%0.06%
-33.0%
Q2 2021$110,000
-33.3%
795
-32.1%
0.09%
-41.3%
Q1 2021$165,000
-41.1%
1,171
-42.6%
0.15%
-17.1%
Q4 2020$280,000
+7.3%
2,039
+0.7%
0.18%
-11.7%
Q3 2020$261,000
+4.8%
2,025
+0.5%
0.20%
-0.5%
Q2 2020$249,000
+45.6%
2,015
+43.9%
0.21%
-23.1%
Q1 2020$171,000
-14.1%
1,400
+0.7%
0.27%
+11.2%
Q4 2019$199,000
-29.4%
1,390
-29.3%
0.24%
-37.9%
Q3 2019$282,000
-0.7%
1,965
-8.0%
0.39%
-15.5%
Q2 2019$284,0002,1370.46%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2021
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