Roberts Wealth Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 466 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.46 and the average weighting 0.2%.

Quarter-by-quarter ownership
Roberts Wealth Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,638,460
-9.6%
12,662
-0.7%
0.72%
-9.7%
Q2 2023$1,812,383
-7.1%
12,748
-3.9%
0.80%
-10.9%
Q1 2023$1,951,633
-2.7%
13,271
+1.5%
0.90%
-7.5%
Q4 2022$2,006,034
+8.0%
13,078
-0.3%
0.97%
+5.9%
Q3 2022$1,858,000
-6.4%
13,118
+0.3%
0.91%
+5.7%
Q2 2022$1,986,000
-6.9%
13,081
+0.6%
0.86%
+3.5%
Q1 2022$2,134,000
+6.3%
13,001
+0.4%
0.84%
+15.6%
Q4 2021$2,007,000
+13.1%
12,948
+1.5%
0.72%
+3.0%
Q3 2021$1,775,00012,7550.70%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
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