FirstPurpose Wealth 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
FirstPurpose Wealth LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$263,880
-12.5%
2,069
-2.5%
0.11%
-11.6%
Q2 2023$301,685
+27.4%
2,122
+32.2%
0.13%
+10.3%
Q1 2023$236,770
+3.1%
1,605
+7.2%
0.12%
-8.6%
Q4 2022$229,580
+12.5%
1,497
+4.3%
0.13%
-4.5%
Q3 2022$204,000
-4.7%
1,435
+2.1%
0.13%
-6.9%
Q2 2022$214,000
-39.0%
1,406
-35.2%
0.14%
-47.4%
Q1 2022$351,000
+29.0%
2,170
+24.6%
0.27%
+60.2%
Q4 2021$272,0001,7410.17%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
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