SOA Wealth Advisors, LLC. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 348 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.2%.

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 2022
NameSharesValueWeighting ↓
TrueWealth Financial Partners 67,352$11,976,52610.33%
M Financial Asset Management, Inc. 8,126$1,4455.12%
New Millennium Group LLC 18,873$3,355,8213.37%
Strengthening Families & Communities, LLC 143,664$136,0852.77%
Cavalier Investments, LLC 28,837$5,127,7952.10%
Beacon Capital Management, Inc. 297,448$52,892,2661.86%
Tranquilli Financial Advisor LLC 10,889$1,936,2821.45%
Vickerman Investment Advisors, Inc. 20,365$3,621,2331.43%
Centered Wealth LLC dba Miller Equity Capital Advisors 14,352$2,552,0731.43%
EP Wealth Advisors, LLC 298,048$67,197,9131.16%
View complete list of VANGUARD WORLD FDS shareholders