BELLEVUE ASSET MANAGEMENT, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 363 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.45 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 Q1 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