BRANDYWINE OAK PRIVATE WEALTH LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 251 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.

Quarter-by-quarter ownership
BRANDYWINE OAK PRIVATE WEALTH LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$293,627
-5.2%
1,7020.0%0.03%
-2.9%
Q2 2023$309,713
+2.3%
1,7020.0%0.04%0.0%
Q1 2023$302,650
+4.5%
1,7020.0%0.04%
-2.8%
Q4 2022$289,681
-30.2%
1,702
-39.2%
0.04%
-35.7%
Q3 2022$415,000
-7.4%
2,801
-0.0%
0.06%
-1.8%
Q2 2022$448,000
-95.7%
2,802
-94.8%
0.06%
-95.2%
Q1 2022$10,449,000
-2.8%
53,859
-1.6%
1.20%
+1.8%
Q4 2021$10,748,000
+12.9%
54,712
+14.8%
1.17%
+6.1%
Q3 2021$9,522,000
+13.9%
47,665
+3.1%
1.11%
+13.3%
Q2 2021$8,360,000
+41.0%
46,246
+34.9%
0.98%
+11.8%
Q1 2021$5,929,000
+2048.2%
34,284
+1846.8%
0.87%
+1978.6%
Q4 2020$276,000
+16.0%
1,761
-0.7%
0.04%
+5.0%
Q3 2020$238,000
+11.2%
1,7740.0%0.04%
+5.3%
Q2 2020$214,000
-95.3%
1,774
-94.8%
0.04%
-95.4%
Q4 2019$4,591,000
-9.2%
34,231
-14.5%
0.84%
-12.8%
Q3 2019$5,056,000
+1.5%
40,013
+2.9%
0.96%
-3.8%
Q2 2019$4,983,000
+6.6%
38,867
+2.4%
1.00%
+2.3%
Q1 2019$4,674,000
+29.3%
37,972
+17.6%
0.97%
+20.0%
Q4 2018$3,615,00032,2870.81%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,167,810$202,300,0007.48%
M Financial Asset Management, Inc. 8,048$1,394,0006.75%
Quaker Wealth Management, LLC 29,724$5,149,0005.91%
CAPITAL WEALTH MANAGEMENT, LLC 37,788$6,546,0005.06%
Berkeley Capital Partners, LLC 51,410$8,906,0004.10%
Tranquilli Financial Advisor LLC 25,575$4,430,0003.32%
TAP Consulting, LLC 60,271$10,441,0002.80%
Spring Creek Investment Management, LLC 6,000$1,039,0002.46%
Tatro Capital, LLC 16,920$2,931,0002.29%
Ameritas Investment Company, LLC 267,768$46,385,0002.14%
View complete list of VANGUARD WORLD FDS shareholders