Outlook Wealth Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 358 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 1.55 and the average weighting 0.3%.

Quarter-by-quarter ownership
Outlook Wealth Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2022$528,000
-22.6%
3,293
-6.3%
0.22%
-5.3%
Q1 2022$682,000
-4.3%
3,513
-3.0%
0.23%
+9.1%
Q4 2021$713,000
+8.0%
3,622
-5.0%
0.21%
-3.2%
Q3 2021$660,000
-6.0%
3,812
-1.8%
0.22%
-3.6%
Q2 2021$702,000
+7.3%
3,881
+2.7%
0.22%
-1.3%
Q1 2021$654,0003,7790.23%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
NameSharesValueWeighting ↓
TrueWealth Financial Partners 67,352$11,976,52610.33%
M Financial Asset Management, Inc. 8,126$1,4455.12%
New Millennium Group LLC 18,873$3,355,8213.37%
Strengthening Families & Communities, LLC 143,664$136,0852.77%
Cavalier Investments, LLC 28,837$5,127,7952.10%
Beacon Capital Management, Inc. 297,448$52,892,2661.86%
Tranquilli Financial Advisor LLC 10,889$1,936,2821.45%
Vickerman Investment Advisors, Inc. 20,365$3,621,2331.43%
Centered Wealth LLC dba Miller Equity Capital Advisors 14,352$2,552,0731.43%
EP Wealth Advisors, LLC 298,048$67,197,9131.16%
View complete list of VANGUARD WORLD FDS shareholders