TrueWealth Financial Partners - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 357 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 0.55 and the average weighting 0.3%.

Quarter-by-quarter ownership
TrueWealth Financial Partners ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$12,035,347
-2.4%
69,762
+3.0%
9.90%
-2.9%
Q2 2023$12,329,379
+2.9%
67,755
+0.6%
10.20%
-1.3%
Q1 2023$11,976,526
+14.2%
67,352
+9.3%
10.33%
+1.6%
Q4 2022$10,489,937
+18.4%
61,633
+3.3%
10.17%
+5.7%
Q3 2022$8,858,000
-5.0%
59,681
+2.5%
9.62%
-1.6%
Q2 2022$9,326,000
-14.2%
58,210
+4.0%
9.78%
-6.4%
Q1 2022$10,864,000
+0.3%
55,988
+1.8%
10.44%
-1.3%
Q4 2021$10,830,00055,00610.59%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
TrueWealth Financial Partners 67,352$11,976,52610.33%
M Financial Asset Management, Inc. 8,126$1,4455.12%
New Millennium Group LLC 18,873$3,355,8213.37%
Strengthening Families & Communities, LLC 143,664$136,0852.77%
Cavalier Investments, LLC 28,837$5,127,7952.10%
Beacon Capital Management, Inc. 297,448$52,892,2661.86%
Tranquilli Financial Advisor LLC 10,889$1,936,2821.45%
Vickerman Investment Advisors, Inc. 20,365$3,621,2331.43%
Centered Wealth LLC dba Miller Equity Capital Advisors 14,352$2,552,0731.43%
EP Wealth Advisors, LLC 298,048$67,197,9131.16%
View complete list of VANGUARD WORLD FDS shareholders