SOA Wealth Advisors, LLC. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 357 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 0.55 and the average weighting 0.3%.

Quarter-by-quarter ownership
SOA Wealth Advisors, LLC. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$4,673
-4.7%
270.0%0.00%0.0%
Q2 2023$4,906
+2.3%
270.0%0.00%0.0%
Q1 2023$4,794
+4.9%
270.0%0.00%0.0%
Q4 2022$4,571
-58.4%
27
-65.8%
0.00%
-66.7%
Q3 2022$11,000
-8.3%
790.0%0.00%
-25.0%
Q2 2022$12,000
-20.0%
790.0%0.00%0.0%
Q1 2022$15,0000.0%79
+1.3%
0.00%0.0%
Q4 2021$15,000
+15.4%
780.0%0.00%
+33.3%
Q3 2021$13,000
-7.1%
780.0%0.00%
-25.0%
Q2 2021$14,000780.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 6,590$1,034,0008.46%
Beacon Capital Management, Inc. 1,108,030$173,927,0007.57%
Polianta Ltd 78,600$12,337,0006.82%
CAPITAL WEALTH MANAGEMENT, LLC 38,552$6,052,0005.22%
Berkeley Capital Partners, LLC 62,264$9,774,0005.02%
Tranquilli Financial Advisor LLC 24,685$3,875,0003.52%
MARVIN & PALMER ASSOCIATES INC 51,427$7,881,0003.14%
Financial Planning & Information Services, Inc. 51,943$8,154,0002.74%
Tatro Capital, LLC 17,131$2,689,0002.51%
Centered Wealth LLC dba Miller Equity Capital Advisors 7,610$1,195,0001.60%
View complete list of VANGUARD WORLD FDS shareholders