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

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 331 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.2%.

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 Q3 2023
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