Gladstone Institutional Advisory LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 357 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 0.55 and the average weighting 0.3%.

Quarter-by-quarter ownership
Gladstone Institutional Advisory LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$403,492
-9.3%
2,339
-4.3%
0.03%
-3.7%
Q2 2023$444,972
-6.0%
2,445
-8.2%
0.03%
-12.9%
Q1 2023$473,378
-10.2%
2,662
-14.0%
0.03%
-16.2%
Q4 2022$526,878
+73281.3%
3,096
-36.0%
0.04%
-33.9%
Q3 2022$718
-6.9%
4,841
+0.5%
0.06%
-8.2%
Q2 2022$771
-17.9%
4,815
-0.5%
0.06%
-3.2%
Q1 2022$939
-2.0%
4,840
-0.5%
0.06%
-14.9%
Q4 2021$958
+98.3%
4,865
+74.6%
0.07%
+57.4%
Q3 2021$4832,7860.05%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
TrueWealth Financial Partners 69,762$12,035,3479.90%
Beacon Capital Management, Inc. 1,133,264$195,510,6907.24%
Tranquilli Financial Advisor LLC 30,485$5,259,2723.80%
Strengthening Families & Communities, LLC 34,886$6,0192.60%
Axiom Financial Strategies, LLC 12,155$2,096,9361.41%
Vickerman Investment Advisors, Inc. 19,969$3,444,9831.41%
Centered Wealth LLC dba Miller Equity Capital Advisors 15,642$2,698,5581.40%
Strategic Wealth Investment Group, LLC 34,572$5,964,2981.08%
Private Wealth Advisors, LLC 11,818$2,038,8450.86%
RESOURCES MANAGEMENT CORP /CT/ /ADV 30,279$5,2240.85%
View complete list of VANGUARD WORLD FDS shareholders