Independent Wealth Network Inc. - 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
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 Q4 2021
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