WEALTH EFFECTS LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 485 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.3%.

Quarter-by-quarter ownership
WEALTH EFFECTS LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$366,954
-10.3%
2,8770.0%0.18%
+0.6%
Q2 2023$408,989
-3.6%
2,8770.0%0.18%
-17.1%
Q1 2023$424,379
-3.8%
2,877
+0.0%
0.22%
-13.9%
Q4 2022$441,116
+8.9%
2,876
+1.1%
0.25%
+1.6%
Q3 2022$405,000
-6.7%
2,8450.0%0.25%
-5.0%
Q2 2022$434,000
-5.7%
2,8450.0%0.26%
+21.4%
Q1 2022$460,000
+3.4%
2,8450.0%0.22%
+16.2%
Q4 2021$445,0002,8450.18%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 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