Concord Wealth Partners - VANGUARD WORLD FDS ownership

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%.

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 Q1 2022
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,167,810$202,300,0007.48%
M Financial Asset Management, Inc. 8,048$1,394,0006.75%
Quaker Wealth Management, LLC 29,724$5,149,0005.91%
CAPITAL WEALTH MANAGEMENT, LLC 37,788$6,546,0005.06%
Berkeley Capital Partners, LLC 51,410$8,906,0004.10%
Tranquilli Financial Advisor LLC 25,575$4,430,0003.32%
TAP Consulting, LLC 60,271$10,441,0002.80%
Spring Creek Investment Management, LLC 6,000$1,039,0002.46%
Tatro Capital, LLC 16,920$2,931,0002.29%
Ameritas Investment Company, LLC 267,768$46,385,0002.14%
View complete list of VANGUARD WORLD FDS shareholders