Carl P. Sherr & Co., LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 466 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.46 and the average weighting 0.2%.

Quarter-by-quarter ownership
Carl P. Sherr & Co., LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$889,245
-9.8%
6,972
+0.6%
0.60%
-6.8%
Q2 2023$985,563
-0.1%
6,932
+3.7%
0.65%
-8.5%
Q1 2023$986,213
-7.7%
6,685
-4.0%
0.71%
-12.8%
Q4 2022$1,068,196
+30.0%
6,965
+20.5%
0.81%
+23.6%
Q3 2022$822,000
-3.1%
5,779
+3.9%
0.66%
+3.3%
Q2 2022$848,000
-0.5%
5,563
+5.6%
0.64%
+10.4%
Q1 2022$852,000
+2.3%
5,268
-1.0%
0.58%
+14.1%
Q4 2021$833,000
+8.3%
5,323
-3.6%
0.50%
-17.9%
Q3 2021$769,000
-0.3%
5,523
-0.6%
0.61%
+15.8%
Q2 2021$771,000
-2.5%
5,554
-1.3%
0.53%
-10.9%
Q1 2021$791,000
+2.6%
5,630
+0.2%
0.60%
-3.3%
Q4 2020$771,000
+1.0%
5,618
-5.0%
0.62%
-11.0%
Q3 2020$763,000
+4.8%
5,912
+0.4%
0.69%
-4.3%
Q2 2020$728,000
+1.4%
5,886
+0.0%
0.72%
-15.2%
Q1 2020$718,000
-14.1%
5,885
+0.6%
0.85%
+4.2%
Q4 2019$836,0005,8500.82%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Hound Partners 370,665$47,274,61410.48%
Unconventional Investor, LLC 83,071$10,594,8599.28%
Beacon Capital Management, Inc. 1,125,922$143,600,0925.32%
Gunma Bank,Ltd. 49,000$6,2494.55%
Allied Investment Advisors, LLC 104,318$13,304,7183.98%
FIRST NATIONAL CORP /MA/ /ADV 100,981$12,879,1363.46%
FFG RETIREMENT ADVISORS LLC 27,210$3,470,3632.88%
Solitude Financial Services 36,491$4,654,0622.63%
Tranquilli Financial Advisor LLC 25,378$3,236,7102.34%
DHK Financial Advisors, Inc. 18,220$2,345,8682.09%
View complete list of VANGUARD WORLD FDS shareholders