Concord Wealth Partners - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 357 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 0.55 and the average weighting 0.3%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$32,261
-11.8%
187
-7.0%
0.01%
-12.5%
Q2 2023$36,576
+1.8%
201
-0.5%
0.01%
-20.0%
Q1 2023$35,920
-14.6%
202
-18.2%
0.01%
-23.1%
Q4 2022$42,039
-6.6%
247
-13.0%
0.01%
+8.3%
Q2 2022$45,000
-18.2%
2840.0%0.01%
-14.3%
Q1 2022$55,000
-15.4%
284
-14.5%
0.01%
-12.5%
Q4 2021$65,000
+116.7%
332
+88.6%
0.02%
+33.3%
Q3 2021$30,000
-18.9%
176
-12.9%
0.01%
+9.1%
Q2 2021$37,000
-21.3%
202
-25.7%
0.01%
-31.2%
Q1 2021$47,000
+80.8%
272
+66.9%
0.02%
-20.0%
Q4 2020$26,0001630.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 6,590$1,034,0008.46%
Beacon Capital Management, Inc. 1,108,030$173,927,0007.57%
Polianta Ltd 78,600$12,337,0006.82%
CAPITAL WEALTH MANAGEMENT, LLC 38,552$6,052,0005.22%
Berkeley Capital Partners, LLC 62,264$9,774,0005.02%
Tranquilli Financial Advisor LLC 24,685$3,875,0003.52%
MARVIN & PALMER ASSOCIATES INC 51,427$7,881,0003.14%
Financial Planning & Information Services, Inc. 51,943$8,154,0002.74%
Tatro Capital, LLC 17,131$2,689,0002.51%
Centered Wealth LLC dba Miller Equity Capital Advisors 7,610$1,195,0001.60%
View complete list of VANGUARD WORLD FDS shareholders