Advisor OS, 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
Advisor OS, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$263,094
-5.2%
1,5250.0%0.04%
-13.3%
Q2 2023$277,504
-12.1%
1,525
-14.1%
0.04%
-40.8%
Q1 2023$315,719
-12.5%
1,776
-16.3%
0.08%
-20.8%
Q4 2022$360,994
+14.2%
2,121
-0.4%
0.10%
+1.1%
Q3 2022$316,000
-6.5%
2,130
+1.2%
0.10%
-4.0%
Q2 2022$338,000
-22.3%
2,105
-6.2%
0.10%
-21.4%
Q1 2022$435,000
-4.4%
2,243
-2.9%
0.13%
+35.5%
Q4 2021$455,000
-41.1%
2,310
-48.1%
0.09%
-44.6%
Q3 2021$772,000
-5.0%
4,455
-0.9%
0.17%
-0.6%
Q2 2021$813,000
+13.2%
4,497
+8.3%
0.17%
+3.7%
Q1 2021$718,000
-83.1%
4,153
-83.5%
0.16%
-85.7%
Q4 2020$4,244,00025,1941.14%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 5,928$783,00010.55%
Beacon Capital Management, Inc. 1,426,656$187,691,0007.95%
CAPITAL WEALTH MANAGEMENT, LLC 45,634$6,004,0005.47%
Financial Planning & Information Services, Inc. 75,981$9,996,0003.73%
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 24,857$3,270,0002.39%
Harel Insurance Investments & Financial Services Ltd. 317,950$41,989,0002.22%
Richard Bernstein Advisors LLC 502,565$66,121,0002.12%
FIFTH THIRD SECURITIES, INC. 9,857$1,303,0002.02%
Heritage Trust Co 27,249$3,584,0001.35%
DOWLING & YAHNKE LLC 98,179$12,916,0001.20%
View complete list of VANGUARD WORLD FDS shareholders