GREAT VALLEY ADVISOR GROUP, INC. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 321 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.50 and the average weighting 0.2%.

Quarter-by-quarter ownership
GREAT VALLEY ADVISOR GROUP, INC. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,167,506
-7.1%
6,766
-2.0%
0.05%
-9.4%
Q2 2023$1,256,381
+3.5%
6,903
+1.1%
0.05%
-7.0%
Q1 2023$1,213,452
+5.9%
6,826
+1.4%
0.06%
-3.4%
Q4 2022$1,145,657
+9.0%
6,732
-5.0%
0.06%0.0%
Q3 2022$1,051,000
-2.7%
7,085
+5.0%
0.06%0.0%
Q2 2022$1,080,000
-21.1%
6,746
-3.4%
0.06%
-26.2%
Q1 2022$1,369,000
+29.5%
6,984
+19.1%
0.08%
+23.1%
Q4 2021$1,057,000
+26.6%
5,865
+21.7%
0.06%
+12.1%
Q3 2021$835,000
+14.4%
4,820
+14.2%
0.06%
+7.4%
Q2 2021$730,0000.0%4,2210.0%0.05%
-22.9%
Q1 2021$730,000
+12.3%
4,221
+1.9%
0.07%
+4.5%
Q4 2020$650,000
+2.4%
4,143
-12.3%
0.07%
-14.1%
Q3 2020$635,000
+55.6%
4,722
+39.6%
0.08%
+16.4%
Q2 2020$408,0003,3820.07%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2022
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