TrueWealth Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 334 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.24 and the average weighting 0.2%.

Quarter-by-quarter ownership
TrueWealth Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2023$293,759
-5.9%
1,652
-10.0%
0.12%
-10.2%
Q4 2022$312,317
-22.9%
1,835
-32.8%
0.14%
-28.6%
Q3 2022$405,000
-80.6%
2,731
-79.0%
0.19%
-80.2%
Q2 2022$2,084,000
+21.5%
13,007
+49.3%
0.97%
+25.8%
Q1 2022$1,715,0000.0%8,7130.0%0.77%0.0%
Q4 2021$1,715,000
+24.5%
8,713
+9.5%
0.77%
-0.6%
Q3 2021$1,378,0007,9540.78%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2023
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 5,928$783,00010.55%
Beacon Capital Management, Inc. 1,426,656$187,691,0007.95%
CAPITAL WEALTH MANAGEMENT, LLC 45,634$6,004,0005.47%
Financial Planning & Information Services, Inc. 75,981$9,996,0003.73%
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 24,857$3,270,0002.39%
Harel Insurance Investments & Financial Services Ltd. 317,950$41,989,0002.22%
Richard Bernstein Advisors LLC 502,565$66,121,0002.12%
FIFTH THIRD SECURITIES, INC. 9,857$1,303,0002.02%
Heritage Trust Co 27,249$3,584,0001.35%
DOWLING & YAHNKE LLC 98,179$12,916,0001.20%
View complete list of VANGUARD WORLD FDS shareholders