SOA Wealth Advisors, LLC. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 374 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.88 and the average weighting 0.2%.

Quarter-by-quarter ownership
SOA Wealth Advisors, LLC. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$50,651
-27.3%
397
-19.0%
0.01%
-18.8%
Q2 2023$69,663
-3.6%
4900.0%0.02%
-11.1%
Q1 2023$72,285
-3.8%
4900.0%0.02%
-10.0%
Q4 2022$75,146
+8.9%
4900.0%0.02%
-4.8%
Q3 2022$69,000
-6.8%
4900.0%0.02%
-4.5%
Q2 2022$74,000
+94.7%
490
+104.2%
0.02%
+144.4%
Q1 2022$38,000
+2.7%
2400.0%0.01%0.0%
Q4 2021$37,000
+12.1%
2400.0%0.01%
+12.5%
Q3 2021$33,0000.0%2400.0%0.01%0.0%
Q2 2021$33,0000.0%2400.0%0.01%
-11.1%
Q1 2021$33,0000.0%2400.0%0.01%0.0%
Q4 2020$33,0002400.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,121,094$155,563,0005.83%
Tranquilli Financial Advisor LLC 28,327$3,931,0002.95%
Gunma Bank,Ltd. 31,000$4,302,0002.84%
Private Wealth Group, LLC 30,341$4,210,0002.78%
FIRST NATIONAL CORP /MA/ /ADV 122,040$16,344,0002.35%
Curran Financial Partners, LLC 30,414$4,220,0002.32%
American Investment Services, Inc. 67,089$9,309,0002.14%
Ameritas Investment Company, LLC 5,005$35,430,0001.70%
Newport Wealth Strategies, Inc. 19,121$2,653,0001.53%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 112,401$15,596,0001.44%
View complete list of VANGUARD WORLD FDS shareholders