Accel Wealth Management - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 6 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Accel Wealth Management ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$988,051
-11.3%
7,747
-1.1%
0.55%
-10.3%
Q2 2023$1,113,381
-9.4%
7,831
-6.0%
0.61%
+21.9%
Q1 2023$1,229,481
-3.8%
8,334
+0.0%
0.50%
-17.8%
Q4 2022$1,277,940
+4.2%
8,333
+1.7%
0.61%
-6.6%
Q3 2022$1,226,000
-0.1%
8,193
+1.4%
0.66%
-7.0%
Q2 2022$1,227,000
-6.5%
8,079
+1.1%
0.70%
+3.8%
Q1 2022$1,312,000
+5.8%
7,994
+0.9%
0.68%
+11.5%
Q4 2021$1,240,000
+121.0%
7,926
+96.4%
0.61%
+68.0%
Q3 2021$561,000
+18.1%
4,035
+17.8%
0.36%
+14.9%
Q2 2021$475,000
+7.5%
3,425
+8.9%
0.32%
-12.0%
Q1 2021$442,000
+2.3%
3,1450.0%0.36%
-10.9%
Q4 2020$432,0003,1450.40%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,121,094$155,563,0005.83%
Tranquilli Financial Advisor LLC 28,327$3,931,0002.95%
Gunma Bank,Ltd. 31,000$4,302,0002.84%
Private Wealth Group, LLC 30,341$4,210,0002.78%
FIRST NATIONAL CORP /MA/ /ADV 122,040$16,344,0002.35%
Curran Financial Partners, LLC 30,414$4,220,0002.32%
American Investment Services, Inc. 67,089$9,309,0002.14%
Ameritas Investment Company, LLC 5,005$35,430,0001.70%
Newport Wealth Strategies, Inc. 19,121$2,653,0001.53%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 112,401$15,596,0001.44%
View complete list of VANGUARD WORLD FDS shareholders