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

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 457 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.52 and the average weighting 0.3%.

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 Q3 2022
NameSharesValueWeighting ↓
CABANA LLC 17,986$2,910,00011.45%
Unconventional Investor, LLC 75,622$12,229,00011.24%
Beacon Capital Management, Inc. 1,445,861$233,955,0007.47%
EXCHANGE TRADED CONCEPTS, LLC 1,790,370$289,700,0005.81%
Private Wealth Group, LLC 33,383$5,402,0003.98%
Tranquilli Financial Advisor LLC 31,088$5,030,0003.58%
Polianta Ltd 29,600$4,789,0003.14%
ABSOLUTE CAPITAL MANAGEMENT, LLC 16,000$2,589,0003.08%
Pariax, LLC 17,095$2,766,0002.61%
DHK Financial Advisors, Inc. 17,518$2,835,0002.39%
View complete list of VANGUARD WORLD FDS shareholders