LIBERTY WEALTH MANAGEMENT LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 466 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.46 and the average weighting 0.2%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2021$29,0000.0%2090.0%0.01%
-9.1%
Q2 2021$29,000
+3.6%
209
+2.0%
0.01%
-21.4%
Q1 2021$28,0000.0%2050.0%0.01%0.0%
Q4 2020$28,000
+7.7%
205
+0.5%
0.01%
-6.7%
Q3 2020$26,000
+4.0%
204
+1.0%
0.02%
-16.7%
Q2 2020$25,000
+4.2%
202
+1.0%
0.02%
-14.3%
Q1 2020$24,000
-14.3%
200
+0.5%
0.02%
-4.5%
Q4 2019$28,000
+7.7%
199
+1.0%
0.02%
-4.3%
Q2 2019$26,0001970.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Hound Partners 370,665$47,274,61410.48%
Unconventional Investor, LLC 83,071$10,594,8599.28%
Beacon Capital Management, Inc. 1,125,922$143,600,0925.32%
Gunma Bank,Ltd. 49,000$6,2494.55%
Allied Investment Advisors, LLC 104,318$13,304,7183.98%
FIRST NATIONAL CORP /MA/ /ADV 100,981$12,879,1363.46%
FFG RETIREMENT ADVISORS LLC 27,210$3,470,3632.88%
Solitude Financial Services 36,491$4,654,0622.63%
Tranquilli Financial Advisor LLC 25,378$3,236,7102.34%
DHK Financial Advisors, Inc. 18,220$2,345,8682.09%
View complete list of VANGUARD WORLD FDS shareholders