FirstPurpose Wealth LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 466 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.46 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 Q3 2023
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