Kellett Wealth Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 457 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.52 and the average weighting 0.3%.

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 Q3 2022
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