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

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 466 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.46 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 Q3 2023
NameSharesValueWeighting ↓
D'Orazio & Associates, Inc. 178,975$17,191,0008.71%
American Investment Services, Inc. 45,577$4,240,0002.36%
DOWLING & YAHNKE LLC 111,686$10,389,0001.42%
FACTORY MUTUAL INSURANCE CO 809,400$75,290,0001.03%
FUKOKU MUTUAL LIFE INSURANCE Co 55,000$5,116,0000.96%
WBH ADVISORY INC 24,626$2,290,0000.95%
ARGI Investment Services, LLC 86,420$8,039,0000.91%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 17,430$1,621,0000.88%
CYPRESS CAPITAL MANAGEMENT LLC 24,575$2,286,0000.72%
Northstar Group, Inc. 6,950$648,0000.53%
View complete list of VANGUARD WORLD FDS shareholders