Western Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 489 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is 0.44 and the average weighting 0.2%.

Quarter-by-quarter ownership
Western Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$211,883
+3.0%
1,432
-0.7%
0.02%0.0%
Q1 2024$205,658
+0.1%
1,442
-3.8%
0.02%
+6.7%
Q4 2023$205,484
-43.1%
1,499
-47.1%
0.02%
-51.6%
Q3 2023$361,125
-43.1%
2,831
-36.6%
0.03%
-42.6%
Q2 2023$634,838
-1.0%
4,465
+2.8%
0.05%
-10.0%
Q1 2023$641,027
+15.2%
4,345
+19.8%
0.06%
+5.3%
Q4 2022$556,483
-39.0%
3,628
-43.5%
0.06%
+9.6%
Q3 2022$913,000
+46.8%
6,422
+57.3%
0.05%
+44.4%
Q2 2022$622,000
-8.0%
4,082
-2.3%
0.04%
+9.1%
Q1 2022$676,000
+152.2%
4,180
+143.7%
0.03%
+26.9%
Q4 2021$268,0001,7150.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Pinnacle Family Advisors, LLC 48,210$5,681,0003.82%
Invst, LLC 51,903$6,116,0003.44%
Polianta Ltd 56,700$6,680,0003.32%
Berkeley Capital Partners, LLC 49,952$5,886,0003.28%
Hamilton Wealth, LLC 23,817$2,806,0002.75%
FIRST NATIONAL CORP /MA/ /ADV 49,307$5,810,0002.68%
Beacon Capital Management, Inc. 347,678$40,967,0001.82%
American Investment Services, Inc. 42,396$4,996,0001.78%
FIFTH THIRD SECURITIES, INC. 10,019$1,180,0001.66%
Harel Insurance Investments & Financial Services Ltd. 214,388$25,261,0001.55%
View complete list of VANGUARD WORLD FDS shareholders