Proquility Private Wealth Partners, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 331 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.2%.

Quarter-by-quarter ownership
Proquility Private Wealth Partners, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,245,084
-5.3%
7,217
-0.1%
0.51%
-0.6%
Q2 2023$1,314,551
+4.3%
7,224
+1.9%
0.51%
+2.6%
Q1 2023$1,260,393
+7.1%
7,088
+2.5%
0.50%
+3.5%
Q4 2022$1,176,946
+1.4%
6,915
-11.6%
0.48%
-9.4%
Q3 2022$1,161,000
-44.5%
7,820
-40.1%
0.53%
-40.5%
Q2 2022$2,092,000
-11.1%
13,061
-1.9%
0.90%
-8.7%
Q1 2022$2,353,000
-4.8%
13,311
+0.2%
0.98%
+12.9%
Q4 2021$2,471,000
+7.4%
13,282
+0.0%
0.87%0.0%
Q3 2021$2,300,000
+10.9%
13,279
+15.7%
0.87%
+11.7%
Q2 2021$2,074,000
+73.3%
11,473
+65.7%
0.78%
+63.0%
Q1 2021$1,197,000
+9.5%
6,923
-0.5%
0.48%
-4.2%
Q4 2020$1,093,0006,9600.50%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
TrueWealth Financial Partners 69,762$12,035,3479.90%
Beacon Capital Management, Inc. 1,133,264$195,510,6907.24%
Tranquilli Financial Advisor LLC 30,485$5,259,2723.80%
Strengthening Families & Communities, LLC 34,886$6,0192.60%
Axiom Financial Strategies, LLC 12,155$2,096,9361.41%
Vickerman Investment Advisors, Inc. 19,969$3,444,9831.41%
Centered Wealth LLC dba Miller Equity Capital Advisors 15,642$2,698,5581.40%
Strategic Wealth Investment Group, LLC 34,572$5,964,2981.08%
Private Wealth Advisors, LLC 11,818$2,038,8450.86%
RESOURCES MANAGEMENT CORP /CT/ /ADV 30,279$5,2240.85%
View complete list of VANGUARD WORLD FDS shareholders