Disciplined Investments, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 466 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.46 and the average weighting 0.2%.

Quarter-by-quarter ownership
Disciplined Investments, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$5,687
-3.6%
400.0%0.00%
+50.0%
Q1 2023$5,901
-3.8%
400.0%0.00%
-33.3%
Q4 2022$6,134
+2.2%
400.0%0.00%0.0%
Q3 2022$6,0000.0%400.0%0.00%0.0%
Q2 2022$6,000
-57.1%
40
-52.4%
0.00%0.0%
Q1 2022$14,000
+100.0%
84
+100.0%
0.00%0.0%
Q4 2021$7,000
+16.7%
420.0%0.00%0.0%
Q3 2021$6,000420.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,121,094$155,563,0005.83%
Tranquilli Financial Advisor LLC 28,327$3,931,0002.95%
Gunma Bank,Ltd. 31,000$4,302,0002.84%
Private Wealth Group, LLC 30,341$4,210,0002.78%
FIRST NATIONAL CORP /MA/ /ADV 122,040$16,344,0002.35%
Curran Financial Partners, LLC 30,414$4,220,0002.32%
American Investment Services, Inc. 67,089$9,309,0002.14%
Ameritas Investment Company, LLC 5,005$35,430,0001.70%
Newport Wealth Strategies, Inc. 19,121$2,653,0001.53%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 112,401$15,596,0001.44%
View complete list of VANGUARD WORLD FDS shareholders