Charter Oak Capital Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 446 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.3%.

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 Q1 2022
NameSharesValueWeighting ↓
CABANA LLC 17,986$2,910,00011.45%
Unconventional Investor, LLC 75,622$12,229,00011.24%
Beacon Capital Management, Inc. 1,445,861$233,955,0007.47%
EXCHANGE TRADED CONCEPTS, LLC 1,790,370$289,700,0005.81%
Private Wealth Group, LLC 33,383$5,402,0003.98%
Tranquilli Financial Advisor LLC 31,088$5,030,0003.58%
Polianta Ltd 29,600$4,789,0003.14%
ABSOLUTE CAPITAL MANAGEMENT, LLC 16,000$2,589,0003.08%
Pariax, LLC 17,095$2,766,0002.61%
DHK Financial Advisors, Inc. 17,518$2,835,0002.39%
View complete list of VANGUARD WORLD FDS shareholders