Centered Wealth LLC dba Miller Equity Capital Advisors - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 6 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Centered Wealth LLC dba Miller Equity Capital Advisors ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$651,092
-10.3%
5,1050.0%0.34%
-8.4%
Q2 2023$725,778
-3.6%
5,1050.0%0.37%
-12.6%
Q1 2023$753,090
-3.8%
5,1050.0%0.42%
-17.1%
Q4 2022$782,903
+7.8%
5,1050.0%0.51%
-4.7%
Q3 2022$726,000
-6.7%
5,1050.0%0.53%
-19.7%
Q2 2022$778,000
-5.8%
5,1050.0%0.66%
-5.1%
Q1 2022$826,000
+3.5%
5,1050.0%0.70%
-5.8%
Q4 2021$798,000
+14.7%
5,105
+2.0%
0.74%
+8.5%
Q3 2021$696,000
+8.9%
5,005
+8.7%
0.68%
+3.9%
Q2 2021$639,000
+3.2%
4,605
+4.5%
0.66%
-15.0%
Q1 2021$619,000
+12.5%
4,405
+10.0%
0.78%
+5.4%
Q4 2020$550,000
+6.4%
4,0050.0%0.74%
-5.6%
Q3 2020$517,000
+4.4%
4,0050.0%0.78%
-3.2%
Q2 2020$495,000
+1.4%
4,0050.0%0.80%
-12.1%
Q1 2020$488,000
-14.7%
4,0050.0%0.92%
+25.0%
Q4 2019$572,0004,0050.73%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2023
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