BELLEVUE ASSET MANAGEMENT, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 334 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.24 and the average weighting 0.2%.

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 Q1 2023
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 6,590$1,034,0008.46%
Beacon Capital Management, Inc. 1,108,030$173,927,0007.57%
Polianta Ltd 78,600$12,337,0006.82%
CAPITAL WEALTH MANAGEMENT, LLC 38,552$6,052,0005.22%
Berkeley Capital Partners, LLC 62,264$9,774,0005.02%
Tranquilli Financial Advisor LLC 24,685$3,875,0003.52%
MARVIN & PALMER ASSOCIATES INC 51,427$7,881,0003.14%
Financial Planning & Information Services, Inc. 51,943$8,154,0002.74%
Tatro Capital, LLC 17,131$2,689,0002.51%
Centered Wealth LLC dba Miller Equity Capital Advisors 7,610$1,195,0001.60%
View complete list of VANGUARD WORLD FDS shareholders