Congress Wealth Management LLC / DE / - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 358 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 1.55 and the average weighting 0.3%.

Quarter-by-quarter ownership
Congress Wealth Management LLC / DE / ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$625,254
-23.5%
3,623
-19.4%
0.01%
-31.6%
Q2 2023$817,765
-51.9%
4,493
-53.0%
0.02%
-53.7%
Q1 2023$1,700,306
+357.5%
9,561
+338.0%
0.04%
+310.0%
Q4 2022$371,664
-45.3%
2,183
-52.4%
0.01%
-44.4%
Q3 2022$680,000
-59.7%
4,584
-56.5%
0.02%
-58.1%
Q2 2022$1,689,000
-42.5%
10,541
-30.4%
0.04%
-32.8%
Q1 2022$2,939,000
+78.4%
15,144
+81.1%
0.06%
+93.9%
Q4 2021$1,647,0008,3610.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
NameSharesValueWeighting ↓
TrueWealth Financial Partners 69,762$12,035,3479.90%
Beacon Capital Management, Inc. 1,133,264$195,510,6907.24%
Tranquilli Financial Advisor LLC 30,485$5,259,2723.80%
Strengthening Families & Communities, LLC 34,886$6,0192.60%
Axiom Financial Strategies, LLC 12,155$2,096,9361.41%
Vickerman Investment Advisors, Inc. 19,969$3,444,9831.41%
Centered Wealth LLC dba Miller Equity Capital Advisors 15,642$2,698,5581.40%
Strategic Wealth Investment Group, LLC 34,572$5,964,2981.08%
Private Wealth Advisors, LLC 11,818$2,038,8450.86%
RESOURCES MANAGEMENT CORP /CT/ /ADV 30,279$5,2240.85%
View complete list of VANGUARD WORLD FDS shareholders