BRANDYWINE OAK PRIVATE WEALTH LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 312 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.81 and the average weighting 0.2%.

Quarter-by-quarter ownership
BRANDYWINE OAK PRIVATE WEALTH LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,331,454
-3.8%
12,658
-2.8%
0.16%
+0.6%
Q2 2023$1,384,743
+0.5%
13,026
-8.6%
0.16%
-3.7%
Q1 2023$1,378,371
+17.2%
14,259
-0.3%
0.16%
+10.3%
Q4 2022$1,176,446
-22.9%
14,304
-22.8%
0.15%
-29.5%
Q3 2022$1,526,000
-24.3%
18,532
-13.5%
0.21%
-19.8%
Q2 2022$2,015,000
-87.9%
21,434
-84.6%
0.26%
-86.5%
Q1 2022$16,707,000
-9.6%
139,130
+1.8%
1.91%
-5.3%
Q4 2021$18,489,000
-4.4%
136,728
-2.2%
2.02%
-10.1%
Q3 2021$19,343,000
-3.8%
139,867
+0.0%
2.25%
-4.3%
Q2 2021$20,111,000
+21.3%
139,836
+9.7%
2.35%
-3.9%
Q1 2021$16,579,000
+5.0%
127,523
-2.9%
2.44%
+1.5%
Q4 2020$15,791,000
+4.6%
131,376
-11.3%
2.41%
-4.6%
Q3 2020$15,094,000
+0.6%
148,178
-8.1%
2.52%
-5.4%
Q2 2020$15,010,000
+34.4%
161,192
+10.1%
2.67%
+15.7%
Q1 2020$11,167,000
-4.6%
146,459
+17.5%
2.30%
+8.2%
Q4 2019$11,709,000
+7.3%
124,662
-1.0%
2.13%
+3.0%
Q3 2019$10,912,000
+2.3%
125,864
+2.3%
2.07%
-3.0%
Q2 2019$10,665,000
+5.7%
123,017
+1.9%
2.13%
+1.4%
Q1 2019$10,086,000
+3.4%
120,771
-7.3%
2.10%
-4.1%
Q4 2018$9,757,000130,2562.19%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,393,875$118,368,0005.01%
Polianta Ltd 71,200$6,046,0001.89%
MEITAV INVESTMENT HOUSE LTD 327,900$26,660,0001.19%
PACIFIC SUN FINANCIAL CORP 13,136$1,137,0001.17%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 26,364$2,239,0000.94%
Visionary Asset Management, Inc. 31,991$2,741,0000.92%
TRUST CO OF OKLAHOMA 21,612$1,835,291,0000.91%
Heritage Trust Co 28,454$2,416,0000.91%
FIFTH THIRD SECURITIES, INC. 6,694$568,0000.88%
LUCAS CAPITAL MANAGEMENT 8,712$740,0000.70%
View complete list of VANGUARD WORLD FDS shareholders