Houlihan Financial Resource Group, Ltd. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 457 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.52 and the average weighting 0.3%.

Quarter-by-quarter ownership
Houlihan Financial Resource Group, Ltd. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$356
-97.6%
2,779
-97.2%
0.19%
-58.0%
Q2 2023$14,651
+3490.9%
100,055
+3517.3%
0.46%
+104.0%
Q1 2023$408
-5.8%
2,766
-3.3%
0.22%
-10.8%
Q4 2022$433
-99.9%
2,859
+0.3%
0.25%
-3.5%
Q3 2022$425,000
+2.7%
2,851
-0.0%
0.26%
+8.4%
Q3 2020$414,000
+14.4%
2,852
-3.9%
0.24%
-24.1%
Q1 2020$362,000
-14.4%
2,968
+0.2%
0.32%
+15.0%
Q4 2019$423,0002,9610.27%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,121,094$155,563,0005.83%
Tranquilli Financial Advisor LLC 28,327$3,931,0002.95%
Gunma Bank,Ltd. 31,000$4,302,0002.84%
Private Wealth Group, LLC 30,341$4,210,0002.78%
FIRST NATIONAL CORP /MA/ /ADV 122,040$16,344,0002.35%
Curran Financial Partners, LLC 30,414$4,220,0002.32%
American Investment Services, Inc. 67,089$9,309,0002.14%
Ameritas Investment Company, LLC 5,005$35,430,0001.70%
Newport Wealth Strategies, Inc. 19,121$2,653,0001.53%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 112,401$15,596,0001.44%
View complete list of VANGUARD WORLD FDS shareholders