BELLEVUE ASSET MANAGEMENT, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 367 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 1.55 and the average weighting 0.2%.

Quarter-by-quarter ownership
BELLEVUE ASSET MANAGEMENT, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$66,958
-10.3%
5250.0%0.04%
-4.3%
Q2 2023$74,639
-3.6%
5250.0%0.05%
-11.3%
Q1 2023$77,448
-3.1%
5250.0%0.05%
-14.5%
Q4 2022$79,937
+3.8%
5250.0%0.06%
+3.3%
Q3 2022$77,000
-3.8%
5250.0%0.06%
+3.4%
Q2 2022$80,000
-5.9%
5250.0%0.06%
+11.5%
Q1 2022$85,000
-9.6%
525
-12.5%
0.05%
-5.5%
Q4 2021$94,000
+11.9%
6000.0%0.06%
+7.8%
Q3 2021$84,000
+1.2%
6000.0%0.05%0.0%
Q2 2021$83,000
-1.2%
6000.0%0.05%
-1.9%
Q1 2021$84,000
+1.2%
6000.0%0.05%
+2.0%
Q4 2020$83,000
+7.8%
6000.0%0.05%
-5.6%
Q3 2020$77,000
+4.1%
6000.0%0.05%
-28.9%
Q2 2020$74,000
-5.1%
6000.0%0.08%
-6.2%
Q1 2020$78,000
-18.8%
600
-11.1%
0.08%
+9.5%
Q4 2019$96,0006750.07%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Hound Partners 370,665$47,274,61410.48%
Unconventional Investor, LLC 83,071$10,594,8599.28%
Beacon Capital Management, Inc. 1,125,922$143,600,0925.32%
Gunma Bank,Ltd. 49,000$6,2494.55%
Allied Investment Advisors, LLC 104,318$13,304,7183.98%
FIRST NATIONAL CORP /MA/ /ADV 100,981$12,879,1363.46%
FFG RETIREMENT ADVISORS LLC 27,210$3,470,3632.88%
Solitude Financial Services 36,491$4,654,0622.63%
Tranquilli Financial Advisor LLC 25,378$3,236,7102.34%
DHK Financial Advisors, Inc. 18,220$2,345,8682.09%
View complete list of VANGUARD WORLD FDS shareholders