Wolff Financial Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 331 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.2%.

Quarter-by-quarter ownership
Wolff Financial Management LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$716
-5.2%
4,151
+0.0%
0.24%
-62.9%
Q2 2023$755
+2.3%
4,1490.0%0.66%
+156.0%
Q1 2023$738
+4.5%
4,149
+0.0%
0.26%
-1.5%
Q4 2022$706
-99.9%
4,147
+0.2%
0.26%
-6.8%
Q3 2022$614,000
-7.4%
4,140
-0.0%
0.28%
-5.1%
Q2 2022$663,000
-17.4%
4,141
+0.0%
0.30%
-7.5%
Q1 2022$803,000
-1.5%
4,139
+0.0%
0.32%
+3.6%
Q4 2021$815,000
+13.8%
4,138
+0.1%
0.31%
-50.5%
Q3 2021$716,000
-17.2%
4,135
-17.3%
0.62%
+56.7%
Q1 2021$865,000
+10.2%
4,9990.0%0.40%
-3.6%
Q4 2020$785,000
+25.0%
4,999
+7.2%
0.41%
+10.5%
Q3 2020$628,000
+10.0%
4,663
-1.5%
0.37%
+2.8%
Q2 2020$571,000
+21.7%
4,732
-2.9%
0.36%
+2.5%
Q1 2020$469,000
-35.0%
4,872
-9.4%
0.35%
-25.9%
Q4 2019$721,000
+1.8%
5,377
-4.1%
0.48%
-7.5%
Q3 2019$708,000
-13.8%
5,604
-12.5%
0.52%
-18.2%
Q2 2019$821,000
-9.5%
6,406
-13.0%
0.63%
-16.1%
Q1 2019$907,000
+1.5%
7,366
-8.7%
0.75%
-13.4%
Q4 2018$894,0008,0640.87%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
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