Kellett Wealth Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 485 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.21 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 Q4 2022
NameSharesValueWeighting ↓
D'Orazio & Associates, Inc. 178,975$17,191,0008.71%
American Investment Services, Inc. 45,577$4,240,0002.36%
DOWLING & YAHNKE LLC 111,686$10,389,0001.42%
FACTORY MUTUAL INSURANCE CO 809,400$75,290,0001.03%
FUKOKU MUTUAL LIFE INSURANCE Co 55,000$5,116,0000.96%
WBH ADVISORY INC 24,626$2,290,0000.95%
ARGI Investment Services, LLC 86,420$8,039,0000.91%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 17,430$1,621,0000.88%
CYPRESS CAPITAL MANAGEMENT LLC 24,575$2,286,0000.72%
Northstar Group, Inc. 6,950$648,0000.53%
View complete list of VANGUARD WORLD FDS shareholders