Concord Wealth Partners - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 339 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.

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 Q2 2022
NameSharesValueWeighting ↓
TrueWealth Financial Partners 67,352$11,976,52610.33%
M Financial Asset Management, Inc. 8,126$1,4455.12%
New Millennium Group LLC 18,873$3,355,8213.37%
Strengthening Families & Communities, LLC 143,664$136,0852.77%
Cavalier Investments, LLC 28,837$5,127,7952.10%
Beacon Capital Management, Inc. 297,448$52,892,2661.86%
Tranquilli Financial Advisor LLC 10,889$1,936,2821.45%
Vickerman Investment Advisors, Inc. 20,365$3,621,2331.43%
Centered Wealth LLC dba Miller Equity Capital Advisors 14,352$2,552,0731.43%
EP Wealth Advisors, LLC 298,048$67,197,9131.16%
View complete list of VANGUARD WORLD FDS shareholders