Independent Family Office, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 474 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.22 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 Q1 2023
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