Aprio Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 331 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.2%.

Quarter-by-quarter ownership
Aprio Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2023$326,952
+4.5%
1,839
+0.1%
0.10%
-8.2%
Q4 2022$312,864
+10.6%
1,838
-3.5%
0.11%
-3.5%
Q3 2022$283,000
-44.3%
1,905
-39.9%
0.11%
-43.6%
Q2 2022$508,000
-90.8%
3,170
-88.9%
0.20%
-90.4%
Q1 2022$5,520,000
+12.3%
28,444
+13.9%
2.10%
+2.3%
Q4 2021$4,916,00024,9712.06%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
TrueWealth Financial Partners 67,352$11,976,52610.33%
M Financial Asset Management, Inc. 8,126$1,4455.12%
New Millennium Group LLC 18,873$3,355,8213.37%
Strengthening Families & Communities, LLC 143,664$136,0852.77%
Cavalier Investments, LLC 28,837$5,127,7952.10%
Beacon Capital Management, Inc. 297,448$52,892,2661.86%
Tranquilli Financial Advisor LLC 10,889$1,936,2821.45%
Vickerman Investment Advisors, Inc. 20,365$3,621,2331.43%
Centered Wealth LLC dba Miller Equity Capital Advisors 14,352$2,552,0731.43%
EP Wealth Advisors, LLC 298,048$67,197,9131.16%
View complete list of VANGUARD WORLD FDS shareholders