West Financial Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VCEB and the CUSIP is 921910691. A total of 43 filers reported holding VANGUARD WORLD FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
West Financial Advisors, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$442,842
-4.1%
7,456
+0.0%
0.11%
-2.6%
Q2 2023$461,972
-3.3%
7,454
-2.1%
0.11%
-8.8%
Q1 2023$477,532
-1.8%
7,616
-5.0%
0.12%
-8.1%
Q4 2022$486,169
+2.4%
8,013
+0.1%
0.14%
-4.2%
Q3 2022$475,000
-5.8%
8,006
+0.1%
0.14%
-2.7%
Q2 2022$504,000
-11.6%
7,999
-4.7%
0.15%
-2.7%
Q1 2022$570,000
-6.6%
8,397
+1.1%
0.15%
-8.5%
Q4 2021$610,000
+29.2%
8,308
+29.9%
0.16%
+18.8%
Q3 2021$472,000
+39.6%
6,395
+41.1%
0.14%
+34.0%
Q2 2021$338,000
+111.2%
4,532
+105.2%
0.10%
+90.7%
Q1 2021$160,000
-4.8%
2,2090.0%0.05%
-10.0%
Q4 2020$168,0002,2090.06%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2022
NameSharesValueWeighting ↓
Clear Perspectives Financial Planning, LLC 2,000$152,0000.10%
Column Capital Advisors, LLC 3,830$292,0000.07%
Human Investing LLC 3,083$235,0000.07%
West Financial Advisors, LLC 2,209$168,0000.06%
WEDBUSH SECURITIES INC 4,414$337,0000.03%
Charter Oak Capital Management, LLC 2,501$191,0000.03%
Sowell Financial Services LLC 2,366$180,0000.01%
WHITTIER TRUST CO 1,202$92,0000.00%
OSAIC HOLDINGS, INC. 3,076$235,0000.00%
Creative Planning 4,279$326,0000.00%
View complete list of VANGUARD WORLD FD shareholders