Arkadios Wealth Advisors - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 374 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.88 and the average weighting 0.2%.

Quarter-by-quarter ownership
Arkadios Wealth Advisors ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2023$212,296
-28.3%
1,439
-30.9%
0.02%
-44.4%
Q3 2022$296,000
-29.2%
2,083
-24.1%
0.04%
-27.4%
Q2 2022$418,000
+39.3%
2,743
+47.7%
0.06%
+59.0%
Q1 2022$300,000
-8.8%
1,857
-11.8%
0.04%
-11.4%
Q4 2021$329,000
-12.3%
2,106
-21.9%
0.04%
-18.5%
Q3 2021$375,000
-3.8%
2,695
-4.1%
0.05%
+12.5%
Q2 2021$390,000
+1525.0%
2,811
+1534.3%
0.05%
+1100.0%
Q1 2021$24,000
+26.3%
172
+22.0%
0.00%0.0%
Q4 2020$19,000
-100.0%
141
-80.3%
0.00%
-92.0%
Q3 2020$99,423,000
+63.6%
716
+50.4%
0.05%
+47.1%
Q2 2020$60,789,000
+422.9%
476
+534.7%
0.03%
+385.7%
Q4 2019$11,625,000750.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 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