Independent Wealth Network Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 304 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 1.46 and the average weighting 0.3%.

Quarter-by-quarter ownership
Independent Wealth Network Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$220,447
-7.4%
1,278
-2.3%
0.14%
-4.9%
Q2 2023$238,067
-2.7%
1,308
-4.9%
0.14%
-8.9%
Q1 2023$244,688
+6.5%
1,376
+1.9%
0.16%0.0%
Q4 2022$229,689
-30.6%
1,350
-20.8%
0.16%
-25.2%
Q1 2022$331,000
+22.6%
1,704
+24.2%
0.21%
+26.5%
Q4 2021$270,000
+9.8%
1,372
+6.3%
0.17%
+3.1%
Q3 2021$246,0001,2910.16%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,316,853$160,129,0007.92%
Financial Planning & Information Services, Inc. 75,455$9,175,0003.30%
Heritage Trust Co 29,222$3,554,0001.37%
DOWLING & YAHNKE LLC 100,077$12,169,0001.28%
Cranbrook Wealth Management, LLC 20,709$2,518,0001.09%
Visionary Asset Management, Inc. 26,316$3,200,0000.93%
Richard Bernstein Advisors LLC 88,143$10,718,0000.82%
M Holdings Securities, Inc. 19,035$2,315,0000.79%
Madden Advisory Services, Inc. 9,751$1,185,0000.78%
Exchange Capital Management, Inc. 15,506$1,886,0000.64%
View complete list of VANGUARD WORLD FDS shareholders