Kellett Wealth Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 429 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 0.50 and the average weighting 0.2%.

Quarter-by-quarter ownership
Kellett Wealth Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$716,520
-5.2%
5,618
+5.6%
0.61%
-10.6%
Q2 2023$756,060
+25.4%
5,318
+30.1%
0.69%
+18.4%
Q1 2023$603,062
-11.4%
4,088
-7.9%
0.58%
-12.1%
Q4 2022$680,612
+5.2%
4,4380.0%0.66%
-16.2%
Q3 2022$647,000
-17.4%
4,438
-13.6%
0.79%
-22.1%
Q2 2022$783,000
-19.5%
5,138
-14.6%
1.01%
+31.8%
Q1 2022$973,000
+14.9%
6,013
+11.1%
0.77%
+18.5%
Q4 2021$847,0005,4130.65%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
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