Navis Wealth Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 367 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 1.55 and the average weighting 0.2%.

Quarter-by-quarter ownership
Navis Wealth Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$605,950
-10.3%
4,7510.0%0.88%
+41.7%
Q2 2023$675,458
-3.6%
4,7510.0%0.62%
-19.5%
Q1 2023$700,876
-3.8%
4,7510.0%0.77%
-25.7%
Q4 2022$728,622
+7.8%
4,7510.0%1.04%
-0.9%
Q3 2022$676,000
-6.6%
4,7510.0%1.04%
+34.5%
Q2 2022$724,000
-5.9%
4,7510.0%0.78%
+13.8%
Q1 2022$769,000
+3.5%
4,7510.0%0.68%
+9.1%
Q4 2021$743,000
+12.4%
4,7510.0%0.62%
+35.6%
Q3 2021$661,000
+0.3%
4,7510.0%0.46%
-16.8%
Q2 2021$659,000
-1.2%
4,751
+0.1%
0.55%
+7.2%
Q1 2021$667,000
+2.5%
4,7450.0%0.52%
-12.1%
Q4 2020$651,0004,7450.59%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
D'Orazio & Associates, Inc. 178,975$17,191,0008.71%
American Investment Services, Inc. 45,577$4,240,0002.36%
DOWLING & YAHNKE LLC 111,686$10,389,0001.42%
FACTORY MUTUAL INSURANCE CO 809,400$75,290,0001.03%
FUKOKU MUTUAL LIFE INSURANCE Co 55,000$5,116,0000.96%
WBH ADVISORY INC 24,626$2,290,0000.95%
ARGI Investment Services, LLC 86,420$8,039,0000.91%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 17,430$1,621,0000.88%
CYPRESS CAPITAL MANAGEMENT LLC 24,575$2,286,0000.72%
Northstar Group, Inc. 6,950$648,0000.53%
View complete list of VANGUARD WORLD FDS shareholders