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

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 429 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 0.50 and the average weighting 0.2%.

Quarter-by-quarter ownership
Congress Wealth Management LLC / DE / ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$3,345,780
-19.5%
26,231
-10.3%
0.07%
-28.1%
Q2 2023$4,157,506
-13.9%
29,242
-10.6%
0.10%
-17.2%
Q1 2023$4,828,009
-22.2%
32,726
-19.1%
0.12%
-27.5%
Q4 2022$6,204,817
-4.2%
40,458
-11.2%
0.16%
-8.6%
Q3 2022$6,479,000
-11.4%
45,544
-5.1%
0.18%
-6.4%
Q2 2022$7,309,000
-6.5%
47,976
-0.7%
0.19%
+9.4%
Q1 2022$7,820,000
+7.4%
48,333
+3.8%
0.17%
+17.9%
Q4 2021$7,282,00046,5530.14%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Hound Partners 370,665$47,274,61410.48%
Unconventional Investor, LLC 83,071$10,594,8599.28%
Beacon Capital Management, Inc. 1,125,922$143,600,0925.32%
Gunma Bank,Ltd. 49,000$6,2494.55%
Allied Investment Advisors, LLC 104,318$13,304,7183.98%
FIRST NATIONAL CORP /MA/ /ADV 100,981$12,879,1363.46%
FFG RETIREMENT ADVISORS LLC 27,210$3,470,3632.88%
Solitude Financial Services 36,491$4,654,0622.63%
Tranquilli Financial Advisor LLC 25,378$3,236,7102.34%
DHK Financial Advisors, Inc. 18,220$2,345,8682.09%
View complete list of VANGUARD WORLD FDS shareholders