Geneos Wealth Management Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 6 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$141,953
+3.5%
1,113
+15.3%
0.01%0.0%
Q2 2023$137,126
+11.7%
965
+15.8%
0.01%0.0%
Q1 2023$122,813
-5.7%
833
-2.0%
0.01%
-12.5%
Q4 2022$130,287
+11.4%
850
+2.7%
0.01%0.0%
Q3 2022$117,000
-42.1%
828
-36.0%
0.01%
-20.0%
Q2 2022$202,000
-5.6%
1,294
-2.3%
0.01%
+11.1%
Q1 2022$214,000
-22.5%
1,325
-25.0%
0.01%
-18.2%
Q4 2021$276,000
+24.3%
1,767
+10.8%
0.01%
+22.2%
Q3 2021$222,000
-7.9%
1,595
-7.3%
0.01%0.0%
Q2 2021$241,000
-81.8%
1,721
-81.0%
0.01%
-75.7%
Q1 2021$1,321,000
+280.7%
9,064
-7.8%
0.04%
+164.3%
Q4 2020$347,000
-87.1%
9,836
-53.2%
0.01%
-89.9%
Q3 2020$2,681,000
+2.3%
21,020
-3.1%
0.14%
-4.8%
Q2 2020$2,621,000
+1.5%
21,694
+2.8%
0.15%
-15.6%
Q1 2020$2,582,000
-16.1%
21,101
-2.5%
0.17%
+5.5%
Q4 2019$3,078,000
-1.6%
21,638
-0.9%
0.16%
-12.3%
Q3 2019$3,129,000
+8.9%
21,825
+1.0%
0.19%
+5.1%
Q2 2019$2,872,000
+1444.1%
21,606
+1404.6%
0.18%
+1383.3%
Q1 2019$186,000
-3.1%
1,436
-12.2%
0.01%
-14.3%
Q4 2018$192,000
+10.3%
1,635
+10.2%
0.01%
+16.7%
Q3 2018$174,000
+596.0%
1,483
+562.1%
0.01%
+500.0%
Q2 2018$25,000
-58.3%
224
-58.8%
0.00%
-60.0%
Q1 2018$60,0000.0%544
+4.8%
0.01%0.0%
Q4 2017$60,0000.0%5190.0%0.01%
-16.7%
Q3 2017$60,000
+1.7%
5190.0%0.01%0.0%
Q2 2017$59,000
+25.5%
519
+23.9%
0.01%
+20.0%
Q1 2017$47,000
+6.8%
4190.0%0.01%
-16.7%
Q4 2016$44,0000.0%4190.0%0.01%0.0%
Q3 2016$44,000
-6.4%
4190.0%0.01%
-14.3%
Q2 2016$47,000
+4.4%
4190.0%0.01%0.0%
Q1 2016$45,0004190.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 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