EPIQ Capital Group, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 357 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 0.55 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 Q4 2021
NameSharesValueWeighting ↓
TrueWealth Financial Partners 69,762$12,035,3479.90%
Beacon Capital Management, Inc. 1,133,264$195,510,6907.24%
Tranquilli Financial Advisor LLC 30,485$5,259,2723.80%
Strengthening Families & Communities, LLC 34,886$6,0192.60%
Axiom Financial Strategies, LLC 12,155$2,096,9361.41%
Vickerman Investment Advisors, Inc. 19,969$3,444,9831.41%
Centered Wealth LLC dba Miller Equity Capital Advisors 15,642$2,698,5581.40%
Strategic Wealth Investment Group, LLC 34,572$5,964,2981.08%
Private Wealth Advisors, LLC 11,818$2,038,8450.86%
RESOURCES MANAGEMENT CORP /CT/ /ADV 30,279$5,2240.85%
View complete list of VANGUARD WORLD FDS shareholders