Independent Family Office, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 485 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.3%.

Quarter-by-quarter ownership
Independent Family Office, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$780,035
-10.3%
6,1160.0%0.49%
-7.6%
Q2 2023$869,512
-3.6%
6,1160.0%0.53%
+1.2%
Q1 2023$902,232
-3.8%
6,1160.0%0.52%
-7.5%
Q4 2022$937,950
+7.8%
6,1160.0%0.56%
+31.2%
Q3 2022$870,000
-6.7%
6,1160.0%0.43%
-6.7%
Q2 2022$932,000
-5.9%
6,1160.0%0.46%
+42.0%
Q1 2022$990,000
+3.4%
6,1160.0%0.32%
-10.2%
Q4 2021$957,000
+12.5%
6,1160.0%0.36%
+3.1%
Q3 2021$851,000
+0.2%
6,1160.0%0.35%
+5.7%
Q2 2021$849,000
-1.2%
6,1160.0%0.33%
-1.8%
Q1 2021$859,000
+2.4%
6,1160.0%0.34%
-3.7%
Q4 2020$839,000
+6.2%
6,1160.0%0.35%
-6.7%
Q3 2020$790,000
+4.5%
6,1160.0%0.38%
-4.3%
Q2 2020$756,000
+1.3%
6,1160.0%0.39%
-15.5%
Q1 2020$746,000
-14.6%
6,1160.0%0.46%
-15.5%
Q4 2019$874,0006,1160.55%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 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