COLLECTIVE FAMILY OFFICE LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 358 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 1.55 and the average weighting 0.3%.

Quarter-by-quarter ownership
COLLECTIVE FAMILY OFFICE LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$474,085
-13.0%
2,748
-8.3%
0.18%
-13.1%
Q2 2023$545,182
+4.1%
2,996
+1.7%
0.21%
-1.4%
Q1 2023$523,858
+4.5%
2,9460.0%0.22%
-4.0%
Q4 2022$501,409
+4.9%
2,946
-8.5%
0.22%
-5.5%
Q3 2022$478,000
-31.0%
3,221
-25.5%
0.24%
-20.7%
Q2 2022$693,000
-24.7%
4,325
-8.8%
0.30%
-14.5%
Q1 2022$920,000
+5.5%
4,740
+7.0%
0.35%
+2.3%
Q4 2021$872,000
+36.0%
4,430
+19.7%
0.34%
+24.3%
Q3 2021$641,000
+3.7%
3,700
+8.2%
0.28%
+4.5%
Q2 2021$618,000
+18.4%
3,420
+13.2%
0.26%
+3.5%
Q1 2021$522,000
+10.1%
3,0200.0%0.26%
-3.4%
Q4 2020$474,0003,0200.26%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
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