WealthOne, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 268 filers reported holding VANGUARD WORLD FDS in Q1 2019. The put-call ratio across all filers is 0.35 and the average weighting 0.3%.

Quarter-by-quarter ownership
WealthOne, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$211,079
-10.3%
1,6550.0%0.08%
-1.2%
Q2 2023$235,292
-3.6%
1,6550.0%0.09%
-9.5%
Q1 2023$244,146
-3.8%
1,6550.0%0.10%
-7.8%
Q4 2022$253,811
+8.9%
1,655
+0.9%
0.10%
+2.0%
Q3 2022$233,000
-6.8%
1,6400.0%0.10%
-1.0%
Q2 2022$250,000
+0.4%
1,640
+6.5%
0.10%
+15.9%
Q1 2022$249,000
+1085.7%
1,540
+755.6%
0.09%
+388.9%
Q4 2018$21,0001800.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2019
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,121,094$155,563,0005.83%
Tranquilli Financial Advisor LLC 28,327$3,931,0002.95%
Gunma Bank,Ltd. 31,000$4,302,0002.84%
Private Wealth Group, LLC 30,341$4,210,0002.78%
FIRST NATIONAL CORP /MA/ /ADV 122,040$16,344,0002.35%
Curran Financial Partners, LLC 30,414$4,220,0002.32%
American Investment Services, Inc. 67,089$9,309,0002.14%
Ameritas Investment Company, LLC 5,005$35,430,0001.70%
Newport Wealth Strategies, Inc. 19,121$2,653,0001.53%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 112,401$15,596,0001.44%
View complete list of VANGUARD WORLD FDS shareholders