Keebeck Wealth Management, LLC - VANGUARD WORLD FDS ownership

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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%.

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Quarter-by-quarter ownership
Keebeck Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$316,938
-5.2%
1,8280.0%0.06%
+19.6%
Q2 2023$334,151
+2.8%
1,8280.0%0.05%
-11.5%
Q1 2023$325,055
+4.5%
1,8280.0%0.05%
-5.5%
Q4 2022$311,126
+11.5%
1,828
-2.4%
0.06%
+1.9%
Q3 2022$279,000
-10.3%
1,872
-3.6%
0.05%
-8.5%
Q2 2022$311,000
-33.0%
1,941
-18.9%
0.06%
-23.4%
Q1 2022$464,000
-1.5%
2,3920.0%0.08%
-8.3%
Q4 2021$471,000
+13.2%
2,3920.0%0.08%
+2.4%
Q3 2021$416,000
-3.7%
2,3920.0%0.08%
+32.3%
Q2 2021$432,000
+24.5%
2,392
+19.4%
0.06%
+14.8%
Q1 2021$347,000
+10.2%
2,0040.0%0.05%
-1.8%
Q4 2020$315,000
-6.2%
2,004
-19.9%
0.06%
-20.3%
Q3 2020$336,000
+10.9%
2,502
-0.6%
0.07%
-28.1%
Q2 2020$303,000
-13.7%
2,516
-31.1%
0.10%
-34.2%
Q1 2020$351,000
-28.2%
3,6500.0%0.15%
-5.8%
Q4 2019$489,000–3,650–0.16%–
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Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
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