Selective Wealth Management, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 374 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
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 Q3 2021
NameSharesValueWeighting ↓
Hound Partners 370,665$47,274,61410.48%
Unconventional Investor, LLC 83,071$10,594,8599.28%
Beacon Capital Management, Inc. 1,125,922$143,600,0925.32%
Gunma Bank,Ltd. 49,000$6,2494.55%
Allied Investment Advisors, LLC 104,318$13,304,7183.98%
FIRST NATIONAL CORP /MA/ /ADV 100,981$12,879,1363.46%
FFG RETIREMENT ADVISORS LLC 27,210$3,470,3632.88%
Solitude Financial Services 36,491$4,654,0622.63%
Tranquilli Financial Advisor LLC 25,378$3,236,7102.34%
DHK Financial Advisors, Inc. 18,220$2,345,8682.09%
View complete list of VANGUARD WORLD FDS shareholders