Wealth Alliance - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 358 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 1.55 and the average weighting 0.3%.

Quarter-by-quarter ownership
Wealth Alliance ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$321,368
-5.8%
1,863
-0.6%
0.05%0.0%
Q2 2023$341,155
-6.0%
1,875
-8.1%
0.05%
-13.6%
Q1 2023$362,753
+3.5%
2,040
-0.9%
0.06%
-4.8%
Q4 2022$350,443
+14.5%
2,059
+0.1%
0.06%
+3.3%
Q3 2022$306,000
-5.3%
2,056
+1.9%
0.06%
-3.2%
Q2 2022$323,000
-16.8%
2,018
+0.9%
0.06%
-21.5%
Q1 2022$388,000
-1.0%
2,000
+0.5%
0.08%0.0%
Q4 2021$392,000
+13.6%
1,991
-0.2%
0.08%
+2.6%
Q3 2021$345,000
-5.2%
1,994
-1.1%
0.08%
-10.5%
Q2 2021$364,000
+47.4%
2,016
+41.4%
0.09%
+24.6%
Q1 2021$247,000
-23.8%
1,426
-30.9%
0.07%
-27.4%
Q4 2020$324,000
+19.1%
2,065
+2.2%
0.10%
-3.1%
Q3 2020$272,000
+7.9%
2,020
-3.3%
0.10%
-2.0%
Q2 2020$252,0002,0880.10%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
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