Navis Wealth Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 429 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 0.50 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 2021
NameSharesValueWeighting ↓
Hound Partners 370,665$47,274,61410.48%
Unconventional Investor, LLC 83,071$10,594,8599.28%
Beacon Capital Management, Inc. 1,125,922$143,600,0925.32%
Gunma Bank,Ltd. 49,000$6,2494.55%
Allied Investment Advisors, LLC 104,318$13,304,7183.98%
FIRST NATIONAL CORP /MA/ /ADV 100,981$12,879,1363.46%
FFG RETIREMENT ADVISORS LLC 27,210$3,470,3632.88%
Solitude Financial Services 36,491$4,654,0622.63%
Tranquilli Financial Advisor LLC 25,378$3,236,7102.34%
DHK Financial Advisors, Inc. 18,220$2,345,8682.09%
View complete list of VANGUARD WORLD FDS shareholders