WEALTH EFFECTS LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 474 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.22 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 Q1 2023
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