Strategic Wealth Investment Group, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 282 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.28 and the average weighting 0.3%.

Quarter-by-quarter ownership
Strategic Wealth Investment Group, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$5,964,298
-3.2%
34,572
+2.1%
1.08%
+10.5%
Q2 2023$6,163,965
+15.6%
33,874
+13.0%
0.98%
-1.1%
Q1 2023$5,331,367
+15.6%
29,982
+16.9%
0.99%
-7.3%
Q4 2022$4,613,091
+46.0%
25,645
+20.4%
1.07%
+17.4%
Q3 2022$3,160,000
-0.8%
21,293
+7.1%
0.91%
+13.9%
Q2 2022$3,185,000
-33.6%
19,878
-19.5%
0.80%
-30.2%
Q1 2022$4,794,000
+12.2%
24,704
+13.9%
1.14%
+2.9%
Q4 2021$4,271,000
+23.1%
21,696
+9.3%
1.11%
+7.2%
Q3 2021$3,469,000
+11.0%
19,847
+14.9%
1.04%
-6.4%
Q2 2021$3,124,000
+26.2%
17,279
+20.7%
1.11%
-6.8%
Q1 2021$2,476,000
+29.6%
14,314
+17.6%
1.19%
+6.1%
Q4 2020$1,911,000
+37.9%
12,176
+18.2%
1.12%
+7.4%
Q3 2020$1,386,000
+48.1%
10,299
+32.8%
1.04%
+13.7%
Q2 2020$936,0007,7580.92%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2021
NameSharesValueWeighting ↓
TrueWealth Financial Partners 69,762$12,035,3479.90%
Beacon Capital Management, Inc. 1,133,264$195,510,6907.24%
Tranquilli Financial Advisor LLC 30,485$5,259,2723.80%
Strengthening Families & Communities, LLC 34,886$6,0192.60%
Axiom Financial Strategies, LLC 12,155$2,096,9361.41%
Vickerman Investment Advisors, Inc. 19,969$3,444,9831.41%
Centered Wealth LLC dba Miller Equity Capital Advisors 15,642$2,698,5581.40%
Strategic Wealth Investment Group, LLC 34,572$5,964,2981.08%
Private Wealth Advisors, LLC 11,818$2,038,8450.86%
RESOURCES MANAGEMENT CORP /CT/ /ADV 30,279$5,2240.85%
View complete list of VANGUARD WORLD FDS shareholders