Loveless Wealth Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 429 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 0.50 and the average weighting 0.2%.

Quarter-by-quarter ownership
Loveless Wealth Management LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2022$268,000
-6.0%
1,7600.0%0.18%
+8.7%
Q1 2022$285,000
-11.5%
1,760
-14.6%
0.16%
-9.0%
Q4 2021$322,000
+31.4%
2,060
+17.0%
0.18%
+18.8%
Q3 2021$245,000
+0.4%
1,7600.0%0.15%
+0.7%
Q2 2021$244,000
-1.2%
1,7600.0%0.15%
-9.2%
Q1 2021$247,000
+2.1%
1,7600.0%0.16%
-8.4%
Q4 2020$242,000
+6.6%
1,7600.0%0.18%
-6.8%
Q3 2020$227,000
+4.1%
1,7600.0%0.19%
-5.9%
Q2 2020$218,000
+1.4%
1,7600.0%0.20%
-19.8%
Q1 2020$215,000
-13.3%
1,7600.0%0.25%
+18.2%
Q4 2019$248,0001,7600.21%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
D'Orazio & Associates, Inc. 178,975$17,191,0008.71%
American Investment Services, Inc. 45,577$4,240,0002.36%
DOWLING & YAHNKE LLC 111,686$10,389,0001.42%
FACTORY MUTUAL INSURANCE CO 809,400$75,290,0001.03%
FUKOKU MUTUAL LIFE INSURANCE Co 55,000$5,116,0000.96%
WBH ADVISORY INC 24,626$2,290,0000.95%
ARGI Investment Services, LLC 86,420$8,039,0000.91%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 17,430$1,621,0000.88%
CYPRESS CAPITAL MANAGEMENT LLC 24,575$2,286,0000.72%
Northstar Group, Inc. 6,950$648,0000.53%
View complete list of VANGUARD WORLD FDS shareholders