WNY Asset Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 358 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 1.55 and the average weighting 0.3%.

Quarter-by-quarter ownership
WNY Asset Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$434,750
+5.2%
2,520
+11.0%
0.08%
-3.4%
Q2 2023$413,075
+2.3%
2,2700.0%0.09%
-8.3%
Q1 2023$403,653
+4.5%
2,2700.0%0.10%
-8.6%
Q4 2022$386,354
+7.3%
2,270
-6.8%
0.10%
-19.8%
Q3 2022$360,000
+7.5%
2,435
+16.2%
0.13%
+14.9%
Q2 2022$335,000
-5.9%
2,095
+14.5%
0.11%
+3.6%
Q1 2022$356,000
+55.5%
1,830
+58.4%
0.11%
+61.8%
Q4 2021$229,0001,1550.07%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 5,928$783,00010.55%
Beacon Capital Management, Inc. 1,426,656$187,691,0007.95%
CAPITAL WEALTH MANAGEMENT, LLC 45,634$6,004,0005.47%
Financial Planning & Information Services, Inc. 75,981$9,996,0003.73%
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 24,857$3,270,0002.39%
Harel Insurance Investments & Financial Services Ltd. 317,950$41,989,0002.22%
Richard Bernstein Advisors LLC 502,565$66,121,0002.12%
FIFTH THIRD SECURITIES, INC. 9,857$1,303,0002.02%
Heritage Trust Co 27,249$3,584,0001.35%
DOWLING & YAHNKE LLC 98,179$12,916,0001.20%
View complete list of VANGUARD WORLD FDS shareholders