Simplicity Wealth,LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 494 filers reported holding VANGUARD WORLD FDS in Q2 2024. The put-call ratio across all filers is 0.26 and the average weighting 0.2%.

Quarter-by-quarter ownership
Simplicity Wealth,LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$1,211,169
+24.4%
8,188
+20.0%
0.03%
+17.4%
Q1 2024$973,2696,8260.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2024
NameSharesValueWeighting ↓
Unconventional Investor, LLC 78,051$11,969,92612.14%
BCM ADVISORS, LLC 199,403$30,219,5258.35%
Robbie L. Kennerson P.A., Inc. 40,505$6,211,9016.30%
BOS Asset Management, LLC 42,020$6,444,1875.75%
FIRST NATIONAL CORP /MA/ /ADV 128,491$19,705,3134.87%
Kalos Management, Inc. 13,228$2,028,6464.57%
DHK Financial Advisors, Inc. 17,939$2,751,1953.82%
Polianta Ltd 30,400$4,6623.47%
Shira Ridge Wealth Management 30,034$4,606,0353.17%
Private Wealth Group, LLC 14,062$2,156,5483.06%
View complete list of VANGUARD WORLD FDS shareholders