Bell Rock Capital LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 344 filers reported holding VANGUARD WORLD FDS in Q2 2024. The put-call ratio across all filers is 0.26 and the average weighting 0.2%.

Quarter-by-quarter ownership
Bell Rock Capital LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2022$454,000
-41.7%
3,061
-24.2%
0.56%
-22.8%
Q1 2022$779,000
-6.9%
4,038
-5.0%
0.73%
+18.2%
Q4 2021$837,000
+1250.0%
4,249
+804.0%
0.62%
+1060.4%
Q4 2019$62,000
+6.9%
470
+1.1%
0.05%
+3.9%
Q3 2019$58,000
-6.5%
465
-5.7%
0.05%
-5.6%
Q2 2019$62,000
+8.8%
493
+4.9%
0.05%
+63.6%
Q1 2019$57,000
-9.5%
470
-17.1%
0.03%
-21.4%
Q4 2018$63,000
-6.0%
567
+9.7%
0.04%
+27.3%
Q3 2018$67,000
-9.5%
517
-8.0%
0.03%
-10.8%
Q2 2018$74,000
-2.6%
562
-4.3%
0.04%
-7.5%
Q1 2018$76,000
-5.0%
587
+0.3%
0.04%
-7.0%
Q4 2017$80,000
+14.3%
585
+5.4%
0.04%
+7.5%
Q3 2017$70,000
+6.1%
555
+2.8%
0.04%
-2.4%
Q2 2017$66,000
+4.8%
540
+0.9%
0.04%
-29.3%
Q1 2017$63,000
-17.1%
535
-20.6%
0.06%
-27.5%
Q4 2016$76,0006740.08%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2024
NameSharesValueWeighting ↓
TrueWealth Financial Partners 75,335$14,511,7769.37%
Beacon Capital Management, Inc. 808,210$155,685,5436.70%
Polianta Ltd 35,400$6,8193.45%
Sagace Wealth Management LLC 16,714$3,328,7603.26%
M Financial Asset Management, Inc. 4,071$7843.02%
Tranquilli Financial Advisor LLC 23,122$4,390,6372.94%
Strengthening Families & Communities, LLC 41,426$7,9802.29%
M Holdings Securities, Inc. 77,005$14,8341.92%
Axiom Financial Strategies, LLC 12,229$2,355,7041.53%
Hershey Financial Advisers, LLC 8,374$1,613,0841.45%
View complete list of VANGUARD WORLD FDS shareholders