TrueWealth Financial Partners - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 331 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.2%.

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 Q3 2023
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 6,590$1,034,0008.46%
Beacon Capital Management, Inc. 1,108,030$173,927,0007.57%
Polianta Ltd 78,600$12,337,0006.82%
CAPITAL WEALTH MANAGEMENT, LLC 38,552$6,052,0005.22%
Berkeley Capital Partners, LLC 62,264$9,774,0005.02%
Tranquilli Financial Advisor LLC 24,685$3,875,0003.52%
MARVIN & PALMER ASSOCIATES INC 51,427$7,881,0003.14%
Financial Planning & Information Services, Inc. 51,943$8,154,0002.74%
Tatro Capital, LLC 17,131$2,689,0002.51%
Centered Wealth LLC dba Miller Equity Capital Advisors 7,610$1,195,0001.60%
View complete list of VANGUARD WORLD FDS shareholders