Concord Wealth Partners - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 336 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.13 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 2023
NameSharesValueWeighting ↓
TrueWealth Financial Partners 58,210$9,326,0009.78%
M Financial Asset Management, Inc. 8,134$1,303,0005.47%
Beacon Capital Management, LLC 86,949$16,874,0004.18%
Strengthening Families & Communities, LLC 30,221$5,856,0003.55%
CAPITAL WEALTH MANAGEMENT, LLC 29,636$4,748,0003.52%
WIN ADVISORS, INC 9,957$1,605,0003.15%
Pariax, LLC 17,411$2,789,0003.08%
Enterprise Trust & Investment Co 34,185$5,477,0002.29%
Berkeley Capital Partners, LLC 32,871$5,266,0002.17%
Cavalier Investments, LLC 31,020$4,970,0001.74%
View complete list of VANGUARD WORLD FDS shareholders