Charter Oak Capital Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 367 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 1.55 and the average weighting 0.2%.

Quarter-by-quarter ownership
Charter Oak Capital Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,231,133
-12.6%
9,653
-2.5%
0.16%
-10.9%
Q2 2023$1,408,064
-3.6%
9,9040.0%0.18%
-9.9%
Q1 2023$1,461,051
-4.6%
9,904
-0.8%
0.20%
-11.4%
Q4 2022$1,531,111
+11.5%
9,984
+3.4%
0.23%
+4.1%
Q3 2022$1,373,000
+16.6%
9,654
+24.9%
0.22%
+36.6%
Q2 2022$1,178,000
+3.2%
7,729
+9.5%
0.16%
+15.0%
Q1 2022$1,142,000
+1.8%
7,057
-1.6%
0.14%
+7.7%
Q4 2021$1,122,000
+20.0%
7,172
+6.8%
0.13%
+11.1%
Q3 2021$935,000
-3.4%
6,717
-3.7%
0.12%
-5.6%
Q2 2021$968,000
-3.9%
6,975
-2.7%
0.12%
-12.1%
Q1 2021$1,007,000
-3.5%
7,167
-5.8%
0.14%
-10.8%
Q4 2020$1,044,0007,6050.16%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Hound Partners 370,665$47,274,61410.48%
Unconventional Investor, LLC 83,071$10,594,8599.28%
Beacon Capital Management, Inc. 1,125,922$143,600,0925.32%
Gunma Bank,Ltd. 49,000$6,2494.55%
Allied Investment Advisors, LLC 104,318$13,304,7183.98%
FIRST NATIONAL CORP /MA/ /ADV 100,981$12,879,1363.46%
FFG RETIREMENT ADVISORS LLC 27,210$3,470,3632.88%
Solitude Financial Services 36,491$4,654,0622.63%
Tranquilli Financial Advisor LLC 25,378$3,236,7102.34%
DHK Financial Advisors, Inc. 18,220$2,345,8682.09%
View complete list of VANGUARD WORLD FDS shareholders