EPIQ Capital Group, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 282 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.28 and the average weighting 0.3%.

Quarter-by-quarter ownership
EPIQ Capital Group, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$262,684
-4.7%
1,515
+0.5%
0.14%
-2.2%
Q2 2023$275,707
+2.8%
1,5080.0%0.14%
+3.0%
Q1 2023$268,203
+4.9%
1,508
+0.4%
0.14%
-2.9%
Q4 2022$255,695
+15.2%
1,502
+1.1%
0.14%
+27.5%
Q3 2022$222,000
-6.7%
1,4860.0%0.11%
+17.2%
Q2 2022$238,000
-17.1%
1,486
+0.6%
0.09%
+19.2%
Q1 2022$287,000
-1.0%
1,477
+0.3%
0.08%
+50.0%
Q4 2021$290,000
+14.2%
1,473
+1.0%
0.05%
+100.0%
Q3 2021$254,000
-3.8%
1,4590.0%0.03%
-7.1%
Q2 2021$264,000
+5.2%
1,459
+0.3%
0.03%0.0%
Q1 2021$251,000
+10.6%
1,454
+0.3%
0.03%
-22.2%
Q4 2020$227,0001,4490.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 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