BELLEVUE ASSET MANAGEMENT, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 251 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.

Quarter-by-quarter ownership
BELLEVUE ASSET MANAGEMENT, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$60,382
-5.2%
3500.0%0.04%
+2.5%
Q2 2023$63,689
+2.3%
3500.0%0.04%
-4.8%
Q1 2023$62,237
+5.1%
3500.0%0.04%
-8.7%
Q4 2022$59,233
+9.7%
3500.0%0.05%
+9.5%
Q3 2022$54,000
-3.6%
3500.0%0.04%
+5.0%
Q2 2022$56,000
-18.8%
3500.0%0.04%
-4.8%
Q1 2022$69,000
-26.6%
350
-26.3%
0.04%
-23.6%
Q4 2021$94,000
+13.3%
4750.0%0.06%
+7.8%
Q3 2021$83,000
-3.5%
4750.0%0.05%
-1.9%
Q2 2021$86,000
+4.9%
4750.0%0.05%
+2.0%
Q1 2021$82,000
+7.9%
4750.0%0.05%
+8.5%
Q4 2020$76,000
+18.8%
4750.0%0.05%
+4.4%
Q3 2020$64,000
+12.3%
4750.0%0.04%
-23.7%
Q2 2020$57,000
+9.6%
4750.0%0.06%
+9.3%
Q1 2020$52,000
-25.7%
475
-9.5%
0.05%0.0%
Q4 2019$70,0005250.05%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,167,810$202,300,0007.48%
M Financial Asset Management, Inc. 8,048$1,394,0006.75%
Quaker Wealth Management, LLC 29,724$5,149,0005.91%
CAPITAL WEALTH MANAGEMENT, LLC 37,788$6,546,0005.06%
Berkeley Capital Partners, LLC 51,410$8,906,0004.10%
Tranquilli Financial Advisor LLC 25,575$4,430,0003.32%
TAP Consulting, LLC 60,271$10,441,0002.80%
Spring Creek Investment Management, LLC 6,000$1,039,0002.46%
Tatro Capital, LLC 16,920$2,931,0002.29%
Ameritas Investment Company, LLC 267,768$46,385,0002.14%
View complete list of VANGUARD WORLD FDS shareholders